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
1626
$7K ﹤0.01%
+203
1627
$7K ﹤0.01%
+40
1628
$7K ﹤0.01%
+140
1629
$7K ﹤0.01%
+152
1630
$7K ﹤0.01%
+300
1631
$7K ﹤0.01%
+200
1632
$7K ﹤0.01%
+225
1633
$7K ﹤0.01%
+142
1634
$7K ﹤0.01%
+97
1635
$7K ﹤0.01%
+137
1636
$7K ﹤0.01%
+72
1637
$7K ﹤0.01%
+92
1638
$7K ﹤0.01%
+367
1639
$7K ﹤0.01%
+301
1640
$7K ﹤0.01%
+287
1641
$7K ﹤0.01%
+214
1642
$7K ﹤0.01%
+200
1643
$7K ﹤0.01%
+132
1644
$7K ﹤0.01%
+54
1645
$7K ﹤0.01%
+357
1646
$7K ﹤0.01%
+566
1647
$7K ﹤0.01%
+411
1648
$7K ﹤0.01%
+127
1649
$7K ﹤0.01%
+177
1650
$7K ﹤0.01%
+2,000