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
1501
$11K ﹤0.01%
+188
1502
$11K ﹤0.01%
+230
1503
$11K ﹤0.01%
+1,218
1504
$11K ﹤0.01%
+375
1505
$11K ﹤0.01%
+90
1506
$11K ﹤0.01%
+309
1507
$11K ﹤0.01%
+71
1508
$11K ﹤0.01%
+256
1509
$11K ﹤0.01%
+64
1510
$11K ﹤0.01%
+213
1511
$11K ﹤0.01%
+713
1512
$10K ﹤0.01%
+2,319
1513
$10K ﹤0.01%
+222
1514
$10K ﹤0.01%
+737
1515
$10K ﹤0.01%
+8,208
1516
$10K ﹤0.01%
+170
1517
$10K ﹤0.01%
+79
1518
$10K ﹤0.01%
+1,025
1519
$10K ﹤0.01%
+80
1520
$10K ﹤0.01%
+259
1521
$10K ﹤0.01%
+421
1522
$10K ﹤0.01%
+62
1523
$10K ﹤0.01%
+217
1524
$10K ﹤0.01%
+500
1525
$10K ﹤0.01%
+186
59 60
61
62 63