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
1176
$28K ﹤0.01%
+940
1177
$28K ﹤0.01%
+55
1178
$27K ﹤0.01%
+161
1179
$27K ﹤0.01%
+4,137
1180
$27K ﹤0.01%
+187
1181
$27K ﹤0.01%
+452
1182
$27K ﹤0.01%
+486
1183
$27K ﹤0.01%
+407
1184
$27K ﹤0.01%
+772
1185
$27K ﹤0.01%
+1,892
1186
$27K ﹤0.01%
+698
1187
$26K ﹤0.01%
+235
1188
$26K ﹤0.01%
+1,520
1189
$26K ﹤0.01%
+482
1190
$26K ﹤0.01%
+432
1191
$26K ﹤0.01%
+586
1192
$26K ﹤0.01%
+198
1193
$26K ﹤0.01%
+340
1194
$26K ﹤0.01%
+521
1195
$25K ﹤0.01%
+846
1196
$25K ﹤0.01%
+400
1197
$25K ﹤0.01%
+3,475
1198
$25K ﹤0.01%
+1,400
1199
$25K ﹤0.01%
+689
1200
$25K ﹤0.01%
+1,721
46 47
48
49 50