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
1101
$35K ﹤0.01%
+160
1102
$35K ﹤0.01%
+2,523
1103
$34K ﹤0.01%
+720
1104
$34K ﹤0.01%
+582
1105
$34K ﹤0.01%
+803
1106
$34K ﹤0.01%
+525
1107
$34K ﹤0.01%
+624
1108
$34K ﹤0.01%
+483
1109
$34K ﹤0.01%
+1,876
1110
$34K ﹤0.01%
+928
1111
$33K ﹤0.01%
+493
1112
$33K ﹤0.01%
+1,403
1113
$33K ﹤0.01%
+525
1114
$33K ﹤0.01%
+771
1115
$33K ﹤0.01%
+170
1116
$32K ﹤0.01%
+1,340
1117
$32K ﹤0.01%
+509
1118
$32K ﹤0.01%
+710
1119
$32K ﹤0.01%
+1,204
1120
$32K ﹤0.01%
+524
1121
$32K ﹤0.01%
+1,760
1122
$32K ﹤0.01%
+548
1123
$32K ﹤0.01%
+1,000
1124
$32K ﹤0.01%
+832
1125
$32K ﹤0.01%
+196
43 44
45
46 47