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 +$32.8M
2 +$32.7M
3 +$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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
1601
$8K ﹤0.01%
+2,146
1602
$8K ﹤0.01%
+262
1603
$8K ﹤0.01%
+168
1604
$8K ﹤0.01%
+96
1605
$8K ﹤0.01%
+58
1606
$8K ﹤0.01%
+115
1607
$8K ﹤0.01%
+144
1608
$8K ﹤0.01%
+115
1609
$8K ﹤0.01%
+150
1610
$8K ﹤0.01%
+265
1611
$8K ﹤0.01%
+175
1612
$8K ﹤0.01%
+75
1613
$8K ﹤0.01%
+316
1614
$8K ﹤0.01%
+213
1615
$8K ﹤0.01%
+295
1616
$8K ﹤0.01%
+87
1617
$8K ﹤0.01%
+159
1618
$8K ﹤0.01%
+94
1619
$8K ﹤0.01%
+334
1620
$8K ﹤0.01%
+240
1621
$8K ﹤0.01%
+1,049
1622
$7K ﹤0.01%
+62
1623
$7K ﹤0.01%
+146
1624
$7K ﹤0.01%
+203
1625
$7K ﹤0.01%
+40