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
1276
$20K ﹤0.01%
+167
1277
$20K ﹤0.01%
+1,049
1278
$20K ﹤0.01%
+1,312
1279
$20K ﹤0.01%
+976
1280
$20K ﹤0.01%
+315
1281
$20K ﹤0.01%
+428
1282
$20K ﹤0.01%
+102
1283
$20K ﹤0.01%
+297
1284
$20K ﹤0.01%
+180
1285
$20K ﹤0.01%
+71
1286
$20K ﹤0.01%
+3,799
1287
$20K ﹤0.01%
+579
1288
$19K ﹤0.01%
+429
1289
$19K ﹤0.01%
+223
1290
$19K ﹤0.01%
+814
1291
$19K ﹤0.01%
+164
1292
$19K ﹤0.01%
+358
1293
$19K ﹤0.01%
+202
1294
$19K ﹤0.01%
+1,208
1295
$19K ﹤0.01%
+105
1296
$19K ﹤0.01%
+492
1297
$19K ﹤0.01%
+472
1298
$19K ﹤0.01%
+336
1299
$19K ﹤0.01%
+1,010
1300
$19K ﹤0.01%
+1,669
50 51
52
53 54