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
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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
1401
$14K ﹤0.01%
+190
1402
$14K ﹤0.01%
+753
1403
$14K ﹤0.01%
+384
1404
$14K ﹤0.01%
+596
1405
$14K ﹤0.01%
+513
1406
$14K ﹤0.01%
+887
1407
$14K ﹤0.01%
+68
1408
$14K ﹤0.01%
+154
1409
$14K ﹤0.01%
+383
1410
$14K ﹤0.01%
+994
1411
$14K ﹤0.01%
+283
1412
$14K ﹤0.01%
+26
1413
$14K ﹤0.01%
+817
1414
$14K ﹤0.01%
+320
1415
$14K ﹤0.01%
+205
1416
$14K ﹤0.01%
+882
1417
$14K ﹤0.01%
+1,000
1418
$14K ﹤0.01%
+1,011
1419
$14K ﹤0.01%
+1,000
1420
$14K ﹤0.01%
+228
1421
$13K ﹤0.01%
+2,808
1422
$13K ﹤0.01%
+427
1423
$13K ﹤0.01%
+354
1424
$13K ﹤0.01%
+235
1425
$13K ﹤0.01%
+1,351
55 56
57
58 59