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
1426
$13K ﹤0.01%
+550
1427
$13K ﹤0.01%
+166
1428
$13K ﹤0.01%
+738
1429
$13K ﹤0.01%
+263
1430
$13K ﹤0.01%
+234
1431
$13K ﹤0.01%
+1,093
1432
$13K ﹤0.01%
+177
1433
$13K ﹤0.01%
+1,724
1434
$13K ﹤0.01%
+219
1435
$13K ﹤0.01%
+1,000
1436
$13K ﹤0.01%
+377
1437
$13K ﹤0.01%
+340
1438
$13K ﹤0.01%
+500
1439
$13K ﹤0.01%
+190
1440
$13K ﹤0.01%
+125
1441
$13K ﹤0.01%
+878
1442
$13K ﹤0.01%
+894
1443
$13K ﹤0.01%
+967
1444
$13K ﹤0.01%
+208
1445
$13K ﹤0.01%
+4,000
1446
$13K ﹤0.01%
+234
1447
$13K ﹤0.01%
+1,216
1448
$13K ﹤0.01%
+422
1449
$13K ﹤0.01%
+2,800
1450
$13K ﹤0.01%
+190
56 57
58
59 60