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
1551
$9K ﹤0.01%
+215
1552
$9K ﹤0.01%
+350
1553
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+73
1554
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+350
1555
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+225
1556
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+752
1557
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+85
1558
$9K ﹤0.01%
+2,130
1559
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+281
1560
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+303
1561
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+320
1562
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+350
1563
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+330
1564
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+206
1565
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+336
1566
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+241
1567
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+1,512
1568
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+265
1569
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+439
1570
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+464
1571
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+110
1572
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+100
1573
$9K ﹤0.01%
+620
1574
$9K ﹤0.01%
+725
1575
$9K ﹤0.01%
+115