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
1051
$41K ﹤0.01%
+1,000
1052
$41K ﹤0.01%
+2,850
1053
$41K ﹤0.01%
+2,125
1054
$41K ﹤0.01%
+2,360
1055
$41K ﹤0.01%
+1,830
1056
$41K ﹤0.01%
+153
1057
$41K ﹤0.01%
+290
1058
$41K ﹤0.01%
+660
1059
$41K ﹤0.01%
+3,200
1060
$41K ﹤0.01%
+872
1061
$40K ﹤0.01%
+316
1062
$40K ﹤0.01%
+547
1063
$40K ﹤0.01%
+211
1064
$40K ﹤0.01%
+770
1065
$40K ﹤0.01%
+162
1066
$40K ﹤0.01%
+919
1067
$40K ﹤0.01%
+552
1068
$40K ﹤0.01%
+371
1069
$39K ﹤0.01%
+2,155
1070
$39K ﹤0.01%
+1,493
1071
$39K ﹤0.01%
+1,517
1072
$39K ﹤0.01%
+3,001
1073
$39K ﹤0.01%
+443
1074
$39K ﹤0.01%
+531
1075
$39K ﹤0.01%
+118
41 42
43
44 45