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
126
$2.04M 0.17%
+34,002
127
$2.04M 0.17%
+16,009
128
$2.03M 0.17%
+18,766
129
$2.03M 0.17%
+88,673
130
$2.02M 0.17%
+18,336
131
$2.01M 0.17%
+42,124
132
$2.01M 0.17%
+7,851
133
$2M 0.17%
+38,228
134
$1.98M 0.16%
+18,030
135
$1.96M 0.16%
+24,117
136
$1.95M 0.16%
+19,511
137
$1.92M 0.16%
+33,638
138
$1.88M 0.16%
+33,324
139
$1.85M 0.15%
+17,862
140
$1.83M 0.15%
+26,553
141
$1.83M 0.15%
+61,843
142
$1.81M 0.15%
+11,084
143
$1.81M 0.15%
+12,447
144
$1.81M 0.15%
+20,999
145
$1.8M 0.15%
+24,525
146
$1.78M 0.15%
+52,932
147
$1.78M 0.15%
+55,534
148
$1.74M 0.14%
+16,326
149
$1.74M 0.14%
+56,662
150
$1.72M 0.14%
+49,592
4 5
6
7 8