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
901
$74K 0.01%
+815
902
$74K 0.01%
+3,564
903
$74K 0.01%
+9,400
904
$74K 0.01%
+4,685
905
$74K 0.01%
+331
906
$72K 0.01%
+576
907
$72K 0.01%
+2,406
908
$72K 0.01%
+984
909
$71K 0.01%
+888
910
$71K 0.01%
+617
911
$71K 0.01%
+5,000
912
$71K 0.01%
+1,534
913
$70K 0.01%
+1,365
914
$69K 0.01%
+1,075
915
$69K 0.01%
+1,505
916
$69K 0.01%
+5,436
917
$69K 0.01%
+872
918
$68K 0.01%
+1,674
919
$67K 0.01%
+1,431
920
$67K 0.01%
+1,072
921
$67K 0.01%
+1,350
922
$66K 0.01%
+1,000
923
$66K 0.01%
+1,529
924
$66K 0.01%
+417
925
$66K 0.01%
+1,190
35 36
37
38 39