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
101
$2.54M 0.21%
+69,307
102
$2.52M 0.21%
+45,446
103
$2.49M 0.21%
+16,789
104
$2.44M 0.2%
+41,382
105
$2.42M 0.2%
+22,038
106
$2.41M 0.2%
+86,813
107
$2.4M 0.2%
+21,989
108
$2.35M 0.19%
+76,445
109
$2.32M 0.19%
+20,295
110
$2.29M 0.19%
+527,200
111
$2.28M 0.19%
+52,856
112
$2.28M 0.19%
+20,267
113
$2.28M 0.19%
+16,369
114
$2.24M 0.19%
+14,318
115
$2.15M 0.18%
+23,028
116
$2.13M 0.18%
+15,536
117
$2.11M 0.17%
+67,320
118
$2.11M 0.17%
+93,277
119
$2.11M 0.17%
+34,540
120
$2.1M 0.17%
+46,588
121
$2.1M 0.17%
+74,847
122
$2.09M 0.17%
+81,178
123
$2.09M 0.17%
+28,278
124
$2.08M 0.17%
+60,171
125
$2.06M 0.17%
+26,598
3 4
5
6 7