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
1526
$10K ﹤0.01%
+100
1527
$10K ﹤0.01%
+258
1528
$10K ﹤0.01%
+175
1529
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+58
1530
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+177
1531
$10K ﹤0.01%
+160
1532
$10K ﹤0.01%
+331
1533
$10K ﹤0.01%
+145
1534
$10K ﹤0.01%
+500
1535
$10K ﹤0.01%
+919
1536
$10K ﹤0.01%
+344
1537
$10K ﹤0.01%
+300
1538
$10K ﹤0.01%
+1,000
1539
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+394
1540
$10K ﹤0.01%
+1,000
1541
$10K ﹤0.01%
+598
1542
$10K ﹤0.01%
+1,628
1543
$10K ﹤0.01%
+252
1544
$10K ﹤0.01%
+50
1545
$10K ﹤0.01%
+854
1546
$10K ﹤0.01%
+240
1547
$9K ﹤0.01%
+73
1548
$9K ﹤0.01%
+350
1549
$9K ﹤0.01%
+215
1550
$9K ﹤0.01%
+61
60 61
62
63 64