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
776
$124K 0.01%
+1,329
777
$124K 0.01%
+2,047
778
$122K 0.01%
+2,118
779
$121K 0.01%
+670
780
$120K 0.01%
+1,972
781
$119K 0.01%
+5,857
782
$119K 0.01%
+862
783
$118K 0.01%
+4,005
784
$117K 0.01%
+5,112
785
$116K 0.01%
+2,766
786
$116K 0.01%
+681
787
$114K 0.01%
+1,249
788
$114K 0.01%
+2,700
789
$114K 0.01%
+7,560
790
$113K 0.01%
+1,226
791
$113K 0.01%
+2,055
792
$111K 0.01%
+442
793
$111K 0.01%
+6,252
794
$111K 0.01%
+2,797
795
$111K 0.01%
+3,589
796
$110K 0.01%
+4,785
797
$110K 0.01%
+1,290
798
$110K 0.01%
+2,538
799
$110K 0.01%
+23,700
800
$110K 0.01%
+867
30 31
32
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