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
1701
$6K ﹤0.01%
+245
1702
$6K ﹤0.01%
+152
1703
$6K ﹤0.01%
+100
1704
$6K ﹤0.01%
+234
1705
$6K ﹤0.01%
+393
1706
$6K ﹤0.01%
+215
1707
$6K ﹤0.01%
+270
1708
$6K ﹤0.01%
+183
1709
$6K ﹤0.01%
+107
1710
$6K ﹤0.01%
+1,579
1711
$6K ﹤0.01%
+325
1712
$6K ﹤0.01%
+326
1713
$6K ﹤0.01%
+114
1714
$6K ﹤0.01%
+360
1715
$6K ﹤0.01%
+263
1716
$6K ﹤0.01%
+39
1717
$6K ﹤0.01%
+167
1718
$6K ﹤0.01%
+245
1719
$6K ﹤0.01%
+128
1720
$6K ﹤0.01%
+208
1721
$6K ﹤0.01%
+185
1722
$6K ﹤0.01%
+148
1723
$6K ﹤0.01%
+61
1724
$6K ﹤0.01%
+1,834
1725
$6K ﹤0.01%
+55