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
851
$92K 0.01%
+1,128
852
$92K 0.01%
+747
853
$92K 0.01%
+1,338
854
$92K 0.01%
+10,166
855
$91K 0.01%
+60
856
$91K 0.01%
+2,753
857
$91K 0.01%
+14,847
858
$90K 0.01%
+9,179
859
$89K 0.01%
+1,810
860
$89K 0.01%
+1,519
861
$89K 0.01%
+5,462
862
$89K 0.01%
+1,843
863
$89K 0.01%
+34,837
864
$89K 0.01%
+1,791
865
$88K 0.01%
+16,748
866
$88K 0.01%
+422
867
$87K 0.01%
+1,540
868
$87K 0.01%
+705
869
$87K 0.01%
+834
870
$87K 0.01%
+3,728
871
$86K 0.01%
+5,340
872
$86K 0.01%
+669
873
$86K 0.01%
+2,404
874
$85K 0.01%
+3,000
875
$85K 0.01%
+4,761
33 34
35
36 37