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
1076
$39K ﹤0.01%
+882
1077
$39K ﹤0.01%
+68
1078
$39K ﹤0.01%
+1,415
1079
$38K ﹤0.01%
+539
1080
$38K ﹤0.01%
+548
1081
$37K ﹤0.01%
+1,013
1082
$37K ﹤0.01%
+749
1083
$37K ﹤0.01%
+2,931
1084
$37K ﹤0.01%
+504
1085
$37K ﹤0.01%
+1,564
1086
$36K ﹤0.01%
+604
1087
$36K ﹤0.01%
+1,189
1088
$36K ﹤0.01%
+37,305
1089
$36K ﹤0.01%
+700
1090
$36K ﹤0.01%
+1,375
1091
$36K ﹤0.01%
+663
1092
$36K ﹤0.01%
+2,443
1093
$36K ﹤0.01%
+742
1094
$35K ﹤0.01%
+303
1095
$35K ﹤0.01%
+750
1096
$35K ﹤0.01%
+530
1097
$35K ﹤0.01%
+1,263
1098
$35K ﹤0.01%
+544
1099
$35K ﹤0.01%
+406
1100
$35K ﹤0.01%
+380
42 43
44
45 46