SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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%
+660
1052
$41K ﹤0.01%
+290
1053
$41K ﹤0.01%
+153
1054
$41K ﹤0.01%
+1,830
1055
$41K ﹤0.01%
+2,360
1056
$41K ﹤0.01%
+2,125
1057
$41K ﹤0.01%
+2,850
1058
$41K ﹤0.01%
+713
1059
$41K ﹤0.01%
+399
1060
$41K ﹤0.01%
+1,566
1061
$40K ﹤0.01%
+162
1062
$40K ﹤0.01%
+919
1063
$40K ﹤0.01%
+552
1064
$40K ﹤0.01%
+371
1065
$40K ﹤0.01%
+770
1066
$40K ﹤0.01%
+547
1067
$40K ﹤0.01%
+316
1068
$40K ﹤0.01%
+211
1069
$39K ﹤0.01%
+531
1070
$39K ﹤0.01%
+118
1071
$39K ﹤0.01%
+882
1072
$39K ﹤0.01%
+68
1073
$39K ﹤0.01%
+1,415
1074
$39K ﹤0.01%
+443
1075
$39K ﹤0.01%
+3,001
41 42
43
44 45