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
876
$84K 0.01%
+1,644
877
$84K 0.01%
+3,164
878
$83K 0.01%
+430
879
$83K 0.01%
+2,617
880
$83K 0.01%
+759
881
$82K 0.01%
+6,662
882
$82K 0.01%
+2,727
883
$81K 0.01%
+1,600
884
$79K 0.01%
+713
885
$79K 0.01%
+7,496
886
$78K 0.01%
+4,930
887
$78K 0.01%
+20,000
888
$77K 0.01%
+1,644
889
$77K 0.01%
+1,841
890
$76K 0.01%
+1,307
891
$76K 0.01%
+1,740
892
$76K 0.01%
+1,145
893
$75K 0.01%
+2,540
894
$75K 0.01%
+765
895
$75K 0.01%
+574
896
$75K 0.01%
+1,860
897
$75K 0.01%
+786
898
$75K 0.01%
+2,716
899
$74K 0.01%
+1,894
900
$74K 0.01%
+1,605
34 35
36
37 38