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
1151
$29K ﹤0.01%
+383
1152
$29K ﹤0.01%
+513
1153
$29K ﹤0.01%
+396
1154
$29K ﹤0.01%
+900
1155
$29K ﹤0.01%
+1,043
1156
$29K ﹤0.01%
+721
1157
$29K ﹤0.01%
+611
1158
$29K ﹤0.01%
+120
1159
$29K ﹤0.01%
+609
1160
$29K ﹤0.01%
+603
1161
$29K ﹤0.01%
+768
1162
$29K ﹤0.01%
+616
1163
$29K ﹤0.01%
+2,445
1164
$29K ﹤0.01%
+675
1165
$28K ﹤0.01%
+619
1166
$28K ﹤0.01%
+2,311
1167
$28K ﹤0.01%
+500
1168
$28K ﹤0.01%
+103
1169
$28K ﹤0.01%
+22,161
1170
$28K ﹤0.01%
+1,286
1171
$28K ﹤0.01%
+292
1172
$28K ﹤0.01%
+1,259
1173
$28K ﹤0.01%
+1,064
1174
$28K ﹤0.01%
+935
1175
$28K ﹤0.01%
+272
45 46
47
48 49