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
951
$60K 0.01%
+539
952
$60K 0.01%
+1,072
953
$60K 0.01%
+378
954
$60K 0.01%
+410
955
$59K ﹤0.01%
+845
956
$59K ﹤0.01%
+1,021
957
$59K ﹤0.01%
+458
958
$59K ﹤0.01%
+1,148
959
$58K ﹤0.01%
+4,754
960
$58K ﹤0.01%
+1,915
961
$58K ﹤0.01%
+1,800
962
$58K ﹤0.01%
+1,462
963
$58K ﹤0.01%
+180
964
$58K ﹤0.01%
+958
965
$57K ﹤0.01%
+432
966
$56K ﹤0.01%
+5,889
967
$56K ﹤0.01%
+3,895
968
$55K ﹤0.01%
+930
969
$55K ﹤0.01%
+3,318
970
$54K ﹤0.01%
+2,600
971
$54K ﹤0.01%
+1,442
972
$54K ﹤0.01%
+550
973
$53K ﹤0.01%
+1,990
974
$52K ﹤0.01%
+2,188
975
$52K ﹤0.01%
+2,363
37 38
39
40 41