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
1451
$13K ﹤0.01%
+894
1452
$13K ﹤0.01%
+967
1453
$13K ﹤0.01%
+208
1454
$13K ﹤0.01%
+4,000
1455
$12K ﹤0.01%
+790
1456
$12K ﹤0.01%
+2,217
1457
$12K ﹤0.01%
+638
1458
$12K ﹤0.01%
+1,350
1459
$12K ﹤0.01%
+500
1460
$12K ﹤0.01%
+200
1461
$12K ﹤0.01%
+300
1462
$12K ﹤0.01%
+323
1463
$12K ﹤0.01%
+288
1464
$12K ﹤0.01%
+8,400
1465
$12K ﹤0.01%
+145
1466
$12K ﹤0.01%
+456
1467
$12K ﹤0.01%
+346
1468
$12K ﹤0.01%
+1,064
1469
$12K ﹤0.01%
+60
1470
$12K ﹤0.01%
+4,443
1471
$12K ﹤0.01%
+216
1472
$12K ﹤0.01%
+618
1473
$12K ﹤0.01%
+398
1474
$12K ﹤0.01%
+1,310
1475
$12K ﹤0.01%
+298
57 58
59
60 61