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
1201
$25K ﹤0.01%
+215
1202
$25K ﹤0.01%
+275
1203
$25K ﹤0.01%
+240
1204
$25K ﹤0.01%
+31
1205
$25K ﹤0.01%
+162
1206
$25K ﹤0.01%
+1,637
1207
$25K ﹤0.01%
+597
1208
$25K ﹤0.01%
+1,800
1209
$24K ﹤0.01%
+108
1210
$24K ﹤0.01%
+120
1211
$24K ﹤0.01%
+518
1212
$24K ﹤0.01%
+735
1213
$24K ﹤0.01%
+453
1214
$24K ﹤0.01%
+168
1215
$24K ﹤0.01%
+51
1216
$24K ﹤0.01%
+456
1217
$24K ﹤0.01%
+293
1218
$24K ﹤0.01%
+2,495
1219
$23K ﹤0.01%
+500
1220
$23K ﹤0.01%
+439
1221
$23K ﹤0.01%
+652
1222
$23K ﹤0.01%
+161
1223
$23K ﹤0.01%
+583
1224
$23K ﹤0.01%
+1,708
1225
$23K ﹤0.01%
+774
47 48
49
50 51