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
801
$109K 0.01%
+1,649
802
$109K 0.01%
+1,397
803
$109K 0.01%
+13,829
804
$108K 0.01%
+3,182
805
$108K 0.01%
+1,667
806
$108K 0.01%
+5,894
807
$108K 0.01%
+1,087
808
$107K 0.01%
+3,847
809
$107K 0.01%
+892
810
$107K 0.01%
+3,556
811
$107K 0.01%
+2,049
812
$106K 0.01%
+3,909
813
$105K 0.01%
+698
814
$105K 0.01%
+2,693
815
$105K 0.01%
+6,444
816
$105K 0.01%
+425
817
$105K 0.01%
+3,175
818
$104K 0.01%
+10,031
819
$104K 0.01%
+838
820
$104K 0.01%
+2,424
821
$103K 0.01%
+2,043
822
$103K 0.01%
+2,789
823
$103K 0.01%
+7,531
824
$102K 0.01%
+2,176
825
$102K 0.01%
+53,003
31 32
33
34 35