SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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%
+62
1527
$10K ﹤0.01%
+217
1528
$10K ﹤0.01%
+500
1529
$10K ﹤0.01%
+186
1530
$10K ﹤0.01%
+175
1531
$10K ﹤0.01%
+58
1532
$10K ﹤0.01%
+177
1533
$10K ﹤0.01%
+160
1534
$10K ﹤0.01%
+331
1535
$10K ﹤0.01%
+145
1536
$10K ﹤0.01%
+500
1537
$10K ﹤0.01%
+919
1538
$10K ﹤0.01%
+344
1539
$10K ﹤0.01%
+300
1540
$10K ﹤0.01%
+1,000
1541
$10K ﹤0.01%
+394
1542
$10K ﹤0.01%
+1,000
1543
$10K ﹤0.01%
+598
1544
$10K ﹤0.01%
+1,628
1545
$10K ﹤0.01%
+854
1546
$10K ﹤0.01%
+240
1547
$9K ﹤0.01%
+328
1548
$9K ﹤0.01%
+229
1549
$9K ﹤0.01%
+69
1550
$9K ﹤0.01%
+61
60 61
62
63 64