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
1026
$45K ﹤0.01%
+456
1027
$45K ﹤0.01%
+316
1028
$45K ﹤0.01%
+1,182
1029
$45K ﹤0.01%
+2,064
1030
$45K ﹤0.01%
+1,223
1031
$45K ﹤0.01%
+1,200
1032
$44K ﹤0.01%
+840
1033
$44K ﹤0.01%
+2,216
1034
$44K ﹤0.01%
+974
1035
$44K ﹤0.01%
+106
1036
$43K ﹤0.01%
+800
1037
$43K ﹤0.01%
+347
1038
$43K ﹤0.01%
+1,066
1039
$43K ﹤0.01%
+804
1040
$43K ﹤0.01%
+809
1041
$43K ﹤0.01%
+1,465
1042
$43K ﹤0.01%
+564
1043
$42K ﹤0.01%
+1,675
1044
$42K ﹤0.01%
+3,937
1045
$42K ﹤0.01%
+765
1046
$42K ﹤0.01%
+729
1047
$42K ﹤0.01%
+781
1048
$41K ﹤0.01%
+1,566
1049
$41K ﹤0.01%
+399
1050
$41K ﹤0.01%
+713
40 41
42
43 44