SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
1376
$15K ﹤0.01%
+3,096
1377
$15K ﹤0.01%
+559
1378
$15K ﹤0.01%
+740
1379
$15K ﹤0.01%
+212
1380
$15K ﹤0.01%
+96
1381
$15K ﹤0.01%
+119
1382
$15K ﹤0.01%
+162
1383
$15K ﹤0.01%
+3,716
1384
$15K ﹤0.01%
+148
1385
$15K ﹤0.01%
+335
1386
$15K ﹤0.01%
+482
1387
$15K ﹤0.01%
+234
1388
$15K ﹤0.01%
+1,400
1389
$15K ﹤0.01%
+280
1390
$15K ﹤0.01%
+360
1391
$15K ﹤0.01%
+491
1392
$15K ﹤0.01%
+788
1393
$15K ﹤0.01%
+605
1394
$15K ﹤0.01%
+316
1395
$15K ﹤0.01%
+273
1396
$15K ﹤0.01%
+544
1397
$15K ﹤0.01%
+428
1398
$15K ﹤0.01%
+237
1399
$15K ﹤0.01%
+300
1400
$14K ﹤0.01%
+1,000
54 55
56
57 58