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
1251
$22K ﹤0.01%
+3,421
1252
$22K ﹤0.01%
+619
1253
$21K ﹤0.01%
+165
1254
$21K ﹤0.01%
+995
1255
$21K ﹤0.01%
+466
1256
$21K ﹤0.01%
+171
1257
$21K ﹤0.01%
+425
1258
$21K ﹤0.01%
+420
1259
$21K ﹤0.01%
+303
1260
$21K ﹤0.01%
+229
1261
$21K ﹤0.01%
+144
1262
$21K ﹤0.01%
+1,000
1263
$21K ﹤0.01%
+569
1264
$21K ﹤0.01%
+457
1265
$21K ﹤0.01%
+3,622
1266
$21K ﹤0.01%
+338
1267
$20K ﹤0.01%
+417
1268
$20K ﹤0.01%
+428
1269
$20K ﹤0.01%
+291
1270
$20K ﹤0.01%
+34
1271
$20K ﹤0.01%
+5,515
1272
$20K ﹤0.01%
+313
1273
$20K ﹤0.01%
+512
1274
$20K ﹤0.01%
+744
1275
$20K ﹤0.01%
+749
49 50
51
52 53