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
926
$66K 0.01%
+1,246
927
$66K 0.01%
+1,269
928
$66K 0.01%
+1,284
929
$65K 0.01%
+852
930
$65K 0.01%
+1,025
931
$65K 0.01%
+4,709
932
$65K 0.01%
+8,308
933
$65K 0.01%
+1,185
934
$65K 0.01%
+1,326
935
$64K 0.01%
+329
936
$64K 0.01%
+3,219
937
$64K 0.01%
+1,125
938
$64K 0.01%
+4,476
939
$64K 0.01%
+1,051
940
$63K 0.01%
+4,388
941
$63K 0.01%
+2,655
942
$63K 0.01%
+488
943
$63K 0.01%
+1,513
944
$62K 0.01%
+981
945
$62K 0.01%
+1,950
946
$62K 0.01%
+6,839
947
$62K 0.01%
+1,428
948
$61K 0.01%
+1,000
949
$61K 0.01%
+690
950
$61K 0.01%
+796
36 37
38
39 40