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
1351
$16K ﹤0.01%
+172
1352
$16K ﹤0.01%
+400
1353
$16K ﹤0.01%
+188
1354
$16K ﹤0.01%
+98
1355
$16K ﹤0.01%
+135
1356
$16K ﹤0.01%
+985
1357
$16K ﹤0.01%
+1,353
1358
$16K ﹤0.01%
+2,730
1359
$16K ﹤0.01%
+1,045
1360
$16K ﹤0.01%
+1,000
1361
$16K ﹤0.01%
+151
1362
$16K ﹤0.01%
+666
1363
$16K ﹤0.01%
+3,500
1364
$16K ﹤0.01%
+274
1365
$16K ﹤0.01%
+600
1366
$16K ﹤0.01%
+1,395
1367
$16K ﹤0.01%
+1,000
1368
$16K ﹤0.01%
+49
1369
$16K ﹤0.01%
+488
1370
$16K ﹤0.01%
+1,115
1371
$16K ﹤0.01%
+325
1372
$16K ﹤0.01%
+90
1373
$15K ﹤0.01%
+559
1374
$15K ﹤0.01%
+740
1375
$15K ﹤0.01%
+212
53 54
55
56 57