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
1126
$32K ﹤0.01%
+821
1127
$32K ﹤0.01%
+477
1128
$31K ﹤0.01%
+518
1129
$31K ﹤0.01%
+473
1130
$31K ﹤0.01%
+1,780
1131
$31K ﹤0.01%
+987
1132
$31K ﹤0.01%
+467
1133
$31K ﹤0.01%
+2,069
1134
$31K ﹤0.01%
+86
1135
$31K ﹤0.01%
+4,455
1136
$31K ﹤0.01%
+2,552
1137
$31K ﹤0.01%
+618
1138
$30K ﹤0.01%
+455
1139
$30K ﹤0.01%
+795
1140
$30K ﹤0.01%
+382
1141
$30K ﹤0.01%
+187
1142
$30K ﹤0.01%
+426
1143
$30K ﹤0.01%
+989
1144
$30K ﹤0.01%
+520
1145
$30K ﹤0.01%
+1,940
1146
$30K ﹤0.01%
+530
1147
$30K ﹤0.01%
+3,147
1148
$29K ﹤0.01%
+654
1149
$29K ﹤0.01%
+3,213
1150
$29K ﹤0.01%
+812
44 45
46
47 48