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
151
$1.72M 0.14%
+14,913
152
$1.71M 0.14%
+20,812
153
$1.71M 0.14%
+32,525
154
$1.69M 0.14%
+92,721
155
$1.69M 0.14%
+33,499
156
$1.69M 0.14%
+39,815
157
$1.68M 0.14%
+70,730
158
$1.67M 0.14%
+15,325
159
$1.66M 0.14%
+12,320
160
$1.65M 0.14%
+40,966
161
$1.64M 0.14%
+11,576
162
$1.64M 0.14%
+35,246
163
$1.62M 0.13%
+34,397
164
$1.62M 0.13%
+136,572
165
$1.61M 0.13%
+27,186
166
$1.61M 0.13%
+20,550
167
$1.58M 0.13%
+5,411
168
$1.57M 0.13%
+13,155
169
$1.56M 0.13%
+30,648
170
$1.56M 0.13%
+58,815
171
$1.56M 0.13%
+13,023
172
$1.54M 0.13%
+17,128
173
$1.54M 0.13%
+26,965
174
$1.5M 0.12%
+14,674
175
$1.49M 0.12%
+26,772
5 6
7
8 9