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
1326
$18K ﹤0.01%
+2,099
1327
$18K ﹤0.01%
+1,000
1328
$18K ﹤0.01%
+120
1329
$18K ﹤0.01%
+156
1330
$17K ﹤0.01%
+492
1331
$17K ﹤0.01%
+819
1332
$17K ﹤0.01%
+313
1333
$17K ﹤0.01%
+149
1334
$17K ﹤0.01%
+634
1335
$17K ﹤0.01%
+824
1336
$17K ﹤0.01%
+460
1337
$17K ﹤0.01%
+4,676
1338
$17K ﹤0.01%
+516
1339
$17K ﹤0.01%
+154
1340
$17K ﹤0.01%
+492
1341
$17K ﹤0.01%
+500
1342
$17K ﹤0.01%
+635
1343
$17K ﹤0.01%
+105
1344
$17K ﹤0.01%
+311
1345
$17K ﹤0.01%
+208
1346
$17K ﹤0.01%
+362
1347
$17K ﹤0.01%
+350
1348
$17K ﹤0.01%
+880
1349
$17K ﹤0.01%
+179
1350
$17K ﹤0.01%
+730
52 53
54
55 56