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 +$32.9M
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
1676
$6K ﹤0.01%
+75
1677
$6K ﹤0.01%
+196
1678
$6K ﹤0.01%
+565
1679
$6K ﹤0.01%
+177
1680
$6K ﹤0.01%
+43
1681
$6K ﹤0.01%
+617
1682
$6K ﹤0.01%
+245
1683
$6K ﹤0.01%
+100
1684
$6K ﹤0.01%
+215
1685
$6K ﹤0.01%
+270
1686
$6K ﹤0.01%
+183
1687
$6K ﹤0.01%
+107
1688
$6K ﹤0.01%
+208
1689
$6K ﹤0.01%
+185
1690
$6K ﹤0.01%
+53
1691
$6K ﹤0.01%
+281
1692
$6K ﹤0.01%
+212
1693
$6K ﹤0.01%
+1,063
1694
$6K ﹤0.01%
+149
1695
$6K ﹤0.01%
+100
1696
$6K ﹤0.01%
+12
1697
$6K ﹤0.01%
+400
1698
$6K ﹤0.01%
+90
1699
$6K ﹤0.01%
+134
1700
$6K ﹤0.01%
+67