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
1651
$7K ﹤0.01%
+86
1652
$7K ﹤0.01%
+210
1653
$7K ﹤0.01%
+1,310
1654
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+208
1655
$7K ﹤0.01%
+317
1656
$7K ﹤0.01%
+135
1657
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+95
1658
$7K ﹤0.01%
+112
1659
$7K ﹤0.01%
+295
1660
$7K ﹤0.01%
+1,000
1661
$7K ﹤0.01%
+1,500
1662
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+162
1663
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+308
1664
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+178
1665
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+2,000
1666
$7K ﹤0.01%
+54
1667
$7K ﹤0.01%
+102
1668
$7K ﹤0.01%
+572
1669
$7K ﹤0.01%
+1,057
1670
$7K ﹤0.01%
+1,780
1671
$6K ﹤0.01%
+79
1672
$6K ﹤0.01%
+117
1673
$6K ﹤0.01%
+565
1674
$6K ﹤0.01%
+281
1675
$6K ﹤0.01%
+725