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
76
$3.38M 0.28%
+55,380
77
$3.36M 0.28%
+15,451
78
$3.33M 0.28%
+24,277
79
$3.28M 0.27%
+35,991
80
$3.27M 0.27%
+21,511
81
$3.23M 0.27%
+110,640
82
$3.22M 0.27%
+34,222
83
$3.16M 0.26%
+58,808
84
$3.1M 0.26%
+100,553
85
$3.1M 0.26%
+25,956
86
$3.04M 0.25%
+115,351
87
$2.95M 0.24%
+35,278
88
$2.95M 0.24%
+57,816
89
$2.94M 0.24%
+30,906
90
$2.9M 0.24%
+28,456
91
$2.86M 0.24%
+7,340
92
$2.85M 0.24%
+21,906
93
$2.85M 0.24%
+22,600
94
$2.81M 0.23%
+9
95
$2.77M 0.23%
+44,886
96
$2.77M 0.23%
+67,706
97
$2.65M 0.22%
+16,697
98
$2.6M 0.22%
+93,183
99
$2.6M 0.22%
+17,232
100
$2.56M 0.21%
+15,837
2 3
4
5 6