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
1301
$19K ﹤0.01%
+1,420
1302
$19K ﹤0.01%
+266
1303
$19K ﹤0.01%
+444
1304
$19K ﹤0.01%
+431
1305
$18K ﹤0.01%
+293
1306
$18K ﹤0.01%
+720
1307
$18K ﹤0.01%
+187
1308
$18K ﹤0.01%
+508
1309
$18K ﹤0.01%
+244
1310
$18K ﹤0.01%
+450
1311
$18K ﹤0.01%
+565
1312
$18K ﹤0.01%
+377
1313
$18K ﹤0.01%
+100
1314
$18K ﹤0.01%
+115
1315
$18K ﹤0.01%
+990
1316
$18K ﹤0.01%
+356
1317
$18K ﹤0.01%
+200
1318
$18K ﹤0.01%
+500
1319
$18K ﹤0.01%
+336
1320
$18K ﹤0.01%
+312
1321
$18K ﹤0.01%
+398
1322
$18K ﹤0.01%
+1,158
1323
$18K ﹤0.01%
+500
1324
$18K ﹤0.01%
+224
1325
$18K ﹤0.01%
+355