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
1601
$8K ﹤0.01%
+142
1602
$8K ﹤0.01%
+334
1603
$8K ﹤0.01%
+200
1604
$8K ﹤0.01%
+200
1605
$8K ﹤0.01%
+2,146
1606
$8K ﹤0.01%
+262
1607
$8K ﹤0.01%
+168
1608
$8K ﹤0.01%
+96
1609
$8K ﹤0.01%
+58
1610
$8K ﹤0.01%
+115
1611
$8K ﹤0.01%
+144
1612
$8K ﹤0.01%
+115
1613
$8K ﹤0.01%
+150
1614
$8K ﹤0.01%
+265
1615
$8K ﹤0.01%
+175
1616
$8K ﹤0.01%
+240
1617
$8K ﹤0.01%
+1,049
1618
$8K ﹤0.01%
+75
1619
$8K ﹤0.01%
+316
1620
$8K ﹤0.01%
+213
1621
$8K ﹤0.01%
+295
1622
$7K ﹤0.01%
+62
1623
$7K ﹤0.01%
+178
1624
$7K ﹤0.01%
+2,000
1625
$7K ﹤0.01%
+146