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
$572M
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$30.1M
3
+$19.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$19.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$13.1M

Top Sells

1
+$46.7M
2
+$46.6M
3
+$40.8M
4
AAPL icon
Apple
AAPL
+$39.3M
5
WMT icon
Walmart
WMT
+$38.1M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.57%
3 Healthcare 2.75%
4 Financials 2.58%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.37%
+58,056
52
$2.08M 0.36%
16,662
-30,159
53
$2.07M 0.36%
49,768
+26,951
54
$2.02M 0.35%
10,062
-20,248
55
$1.93M 0.34%
+154,594
56
$1.92M 0.34%
26,172
-62,618
57
$1.86M 0.32%
23,479
-16,667
58
$1.78M 0.31%
13,640
-52,411
59
$1.75M 0.31%
15,265
-5,713
60
$1.74M 0.3%
10,319
-7,797
61
$1.66M 0.29%
10,551
-7,456
62
$1.65M 0.29%
38,692
+19,349
63
$1.63M 0.28%
31,559
-88,253
64
$1.56M 0.27%
45,042
-22,624
65
$1.5M 0.26%
90,686
-203,488
66
$1.46M 0.25%
25,647
-25,996
67
$1.45M 0.25%
11,601
-83
68
$1.45M 0.25%
+13,138
69
$1.4M 0.24%
+32,445
70
$1.39M 0.24%
17,665
+6,181
71
$1.37M 0.24%
131,806
-9,434
72
$1.34M 0.24%
+51,996
73
$1.34M 0.23%
22,733
+3,313
74
$1.27M 0.22%
+43,052
75
$1.26M 0.22%
39,402
-13,007
1 2
3
4 5