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
1551
$9K ﹤0.01%
+69
1552
$9K ﹤0.01%
+281
1553
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+303
1554
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+328
1555
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+320
1556
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+350
1557
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+330
1558
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+206
1559
$9K ﹤0.01%
+336
1560
$9K ﹤0.01%
+241
1561
$9K ﹤0.01%
+1,468
1562
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+265
1563
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+439
1564
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+464
1565
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+110
1566
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+100
1567
$9K ﹤0.01%
+620
1568
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+725
1569
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+115
1570
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+122
1571
$9K ﹤0.01%
+96
1572
$9K ﹤0.01%
+1,780
1573
$9K ﹤0.01%
+460
1574
$9K ﹤0.01%
+254
1575
$9K ﹤0.01%
+350