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
1476
$12K ﹤0.01%
+222
1477
$12K ﹤0.01%
+119
1478
$12K ﹤0.01%
+1,710
1479
$12K ﹤0.01%
+594
1480
$12K ﹤0.01%
+55
1481
$12K ﹤0.01%
+166
1482
$12K ﹤0.01%
+600
1483
$12K ﹤0.01%
+200
1484
$12K ﹤0.01%
+565
1485
$11K ﹤0.01%
+764
1486
$11K ﹤0.01%
+112
1487
$11K ﹤0.01%
+143
1488
$11K ﹤0.01%
+60
1489
$11K ﹤0.01%
+361
1490
$11K ﹤0.01%
+2,160
1491
$11K ﹤0.01%
+271
1492
$11K ﹤0.01%
+167
1493
$11K ﹤0.01%
+224
1494
$11K ﹤0.01%
+180
1495
$11K ﹤0.01%
+1,141
1496
$11K ﹤0.01%
+870
1497
$11K ﹤0.01%
+830
1498
$11K ﹤0.01%
+4,050
1499
$11K ﹤0.01%
+212
1500
$11K ﹤0.01%
+140
58 59
60
61 62