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
1226
$23K ﹤0.01%
+260
1227
$23K ﹤0.01%
+510
1228
$23K ﹤0.01%
+445
1229
$23K ﹤0.01%
+294
1230
$23K ﹤0.01%
+130
1231
$23K ﹤0.01%
+144
1232
$23K ﹤0.01%
+372
1233
$23K ﹤0.01%
+191
1234
$23K ﹤0.01%
+264
1235
$23K ﹤0.01%
+22,145
1236
$23K ﹤0.01%
+700
1237
$23K ﹤0.01%
+447
1238
$23K ﹤0.01%
+1,465
1239
$22K ﹤0.01%
+1,478
1240
$22K ﹤0.01%
+360
1241
$22K ﹤0.01%
+1,631
1242
$22K ﹤0.01%
+148
1243
$22K ﹤0.01%
+1,084
1244
$22K ﹤0.01%
+396
1245
$22K ﹤0.01%
+130
1246
$22K ﹤0.01%
+144
1247
$22K ﹤0.01%
+1,210
1248
$22K ﹤0.01%
+158
1249
$22K ﹤0.01%
+239
1250
$22K ﹤0.01%
+612
48 49
50
51 52