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
976
$52K ﹤0.01%
+1,753
977
$52K ﹤0.01%
+1,309
978
$52K ﹤0.01%
+594
979
$52K ﹤0.01%
+2,264
980
$52K ﹤0.01%
+2,646
981
$52K ﹤0.01%
+1,160
982
$52K ﹤0.01%
+1,159
983
$52K ﹤0.01%
+1,008
984
$52K ﹤0.01%
+2,000
985
$52K ﹤0.01%
+4,825
986
$51K ﹤0.01%
+2,710
987
$51K ﹤0.01%
+1,565
988
$51K ﹤0.01%
+2,056
989
$51K ﹤0.01%
+1,217
990
$51K ﹤0.01%
+1,488
991
$51K ﹤0.01%
+529
992
$51K ﹤0.01%
+446
993
$50K ﹤0.01%
+984
994
$50K ﹤0.01%
+2,410
995
$50K ﹤0.01%
+2,976
996
$50K ﹤0.01%
+2,901
997
$50K ﹤0.01%
+647
998
$49K ﹤0.01%
+1,794
999
$49K ﹤0.01%
+958
1000
$49K ﹤0.01%
+1,943
38 39
40
41 42