SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.5M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.21M 0.43%
+149,432
52
$5.08M 0.42%
+40,799
53
$5.04M 0.42%
+28,310
54
$4.89M 0.4%
+126,525
55
$4.85M 0.4%
+52,982
56
$4.62M 0.38%
+52,968
57
$4.49M 0.37%
+68,803
58
$4.35M 0.36%
+18,765
59
$4.28M 0.35%
+151,715
60
$4.27M 0.35%
+84,499
61
$4.2M 0.35%
+14,592
62
$4.2M 0.35%
+117,877
63
$4.17M 0.34%
+24,245
64
$4.17M 0.34%
+36,741
65
$4.05M 0.33%
+53,493
66
$3.94M 0.33%
+103,678
67
$3.84M 0.32%
+6,396
68
$3.78M 0.31%
+19,515
69
$3.65M 0.3%
+33,610
70
$3.56M 0.29%
+47,470
71
$3.56M 0.29%
+29,525
72
$3.54M 0.29%
+146,176
73
$3.51M 0.29%
+46,033
74
$3.42M 0.28%
+54,274
75
$3.4M 0.28%
+10,462
1 2
3
4 5