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
1426
$13K ﹤0.01%
+1,351
1427
$13K ﹤0.01%
+550
1428
$13K ﹤0.01%
+166
1429
$13K ﹤0.01%
+738
1430
$13K ﹤0.01%
+263
1431
$13K ﹤0.01%
+234
1432
$13K ﹤0.01%
+1,093
1433
$13K ﹤0.01%
+1,216
1434
$13K ﹤0.01%
+422
1435
$13K ﹤0.01%
+2,800
1436
$13K ﹤0.01%
+190
1437
$13K ﹤0.01%
+185
1438
$13K ﹤0.01%
+177
1439
$13K ﹤0.01%
+1,724
1440
$13K ﹤0.01%
+219
1441
$13K ﹤0.01%
+1,000
1442
$13K ﹤0.01%
+377
1443
$13K ﹤0.01%
+340
1444
$13K ﹤0.01%
+500
1445
$13K ﹤0.01%
+1,940
1446
$13K ﹤0.01%
+37
1447
$13K ﹤0.01%
+1,192
1448
$13K ﹤0.01%
+190
1449
$13K ﹤0.01%
+125
1450
$13K ﹤0.01%
+878
56 57
58
59 60