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
1001
$49K ﹤0.01%
+1,098
1002
$49K ﹤0.01%
+334
1003
$48K ﹤0.01%
+1,841
1004
$48K ﹤0.01%
+966
1005
$48K ﹤0.01%
+2,408
1006
$48K ﹤0.01%
+1,529
1007
$48K ﹤0.01%
+1,257
1008
$48K ﹤0.01%
+415
1009
$47K ﹤0.01%
+512
1010
$47K ﹤0.01%
+4,445
1011
$47K ﹤0.01%
+10,200
1012
$47K ﹤0.01%
+1,805
1013
$47K ﹤0.01%
+2,044
1014
$47K ﹤0.01%
+578
1015
$47K ﹤0.01%
+1,079
1016
$47K ﹤0.01%
+888
1017
$46K ﹤0.01%
+2,345
1018
$46K ﹤0.01%
+591
1019
$46K ﹤0.01%
+1,300
1020
$46K ﹤0.01%
+1,549
1021
$46K ﹤0.01%
+512
1022
$46K ﹤0.01%
+88
1023
$45K ﹤0.01%
+5,000
1024
$45K ﹤0.01%
+711
1025
$45K ﹤0.01%
+1,746
39 40
41
42 43