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
1576
$9K ﹤0.01%
+225
1577
$9K ﹤0.01%
+119
1578
$9K ﹤0.01%
+458
1579
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+221
1580
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+344
1581
$9K ﹤0.01%
+95
1582
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+18
1583
$9K ﹤0.01%
+752
1584
$9K ﹤0.01%
+85
1585
$9K ﹤0.01%
+2,130
1586
$9K ﹤0.01%
+530
1587
$9K ﹤0.01%
+1,645
1588
$9K ﹤0.01%
+229
1589
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+87
1590
$8K ﹤0.01%
+159
1591
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+76
1592
$8K ﹤0.01%
+1,631
1593
$8K ﹤0.01%
+306
1594
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+187
1595
$8K ﹤0.01%
+94
1596
$8K ﹤0.01%
+322
1597
$8K ﹤0.01%
+513
1598
$8K ﹤0.01%
+1,000
1599
$8K ﹤0.01%
+578
1600
$8K ﹤0.01%
+86