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
826
$102K 0.01%
+1,051
827
$102K 0.01%
+5,657
828
$102K 0.01%
+2,487
829
$101K 0.01%
+1,320
830
$101K 0.01%
+3,063
831
$100K 0.01%
+1,992
832
$100K 0.01%
+908
833
$99K 0.01%
+2,835
834
$99K 0.01%
+1,286
835
$99K 0.01%
+4,018
836
$98K 0.01%
+9,679
837
$98K 0.01%
+2,245
838
$98K 0.01%
+1,324
839
$97K 0.01%
+348
840
$97K 0.01%
+1,107
841
$97K 0.01%
+1,084
842
$96K 0.01%
+1,645
843
$96K 0.01%
+9,552
844
$95K 0.01%
+6,246
845
$95K 0.01%
+2,458
846
$93K 0.01%
+1,787
847
$93K 0.01%
+10,850
848
$93K 0.01%
+905
849
$92K 0.01%
+5,657
850
$92K 0.01%
+511
32 33
34
35 36