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
1676
$6K ﹤0.01%
+212
1677
$6K ﹤0.01%
+1,063
1678
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+149
1679
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+100
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+12
1681
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+400
1682
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+90
1683
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+197
1684
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+75
1685
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+177
1686
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+196
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1689
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1690
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1691
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1692
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+1,495
1693
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+52
1694
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+36
1695
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+57
1696
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+387
1697
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+115
1698
$6K ﹤0.01%
+3,795
1699
$6K ﹤0.01%
+196
1700
$6K ﹤0.01%
+617