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
1651
$7K ﹤0.01%
+127
1652
$7K ﹤0.01%
+315
1653
$7K ﹤0.01%
+223
1654
$7K ﹤0.01%
+86
1655
$7K ﹤0.01%
+210
1656
$7K ﹤0.01%
+1,310
1657
$7K ﹤0.01%
+208
1658
$7K ﹤0.01%
+317
1659
$7K ﹤0.01%
+135
1660
$7K ﹤0.01%
+95
1661
$7K ﹤0.01%
+102
1662
$7K ﹤0.01%
+572
1663
$7K ﹤0.01%
+1,057
1664
$7K ﹤0.01%
+1,780
1665
$7K ﹤0.01%
+112
1666
$7K ﹤0.01%
+295
1667
$7K ﹤0.01%
+1,000
1668
$7K ﹤0.01%
+1,500
1669
$7K ﹤0.01%
+162
1670
$7K ﹤0.01%
+308
1671
$6K ﹤0.01%
+281
1672
$6K ﹤0.01%
+79
1673
$6K ﹤0.01%
+117
1674
$6K ﹤0.01%
+725
1675
$6K ﹤0.01%
+135