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
751
$134K 0.01%
+4,624
752
$133K 0.01%
+4,670
753
$133K 0.01%
+1,143
754
$133K 0.01%
+9,255
755
$132K 0.01%
+577
756
$132K 0.01%
+1,585
757
$131K 0.01%
+10,377
758
$131K 0.01%
+2,683
759
$130K 0.01%
+3,049
760
$130K 0.01%
+1,236
761
$129K 0.01%
+4,158
762
$129K 0.01%
+3,678
763
$129K 0.01%
+2,781
764
$129K 0.01%
+517
765
$129K 0.01%
+46,721
766
$127K 0.01%
+8,000
767
$127K 0.01%
+774
768
$127K 0.01%
+2,802
769
$127K 0.01%
+4,177
770
$126K 0.01%
+2,041
771
$125K 0.01%
+6,257
772
$125K 0.01%
+3,958
773
$125K 0.01%
+6,890
774
$125K 0.01%
+3,534
775
$125K 0.01%
+1,106
29 30
31
32 33