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
1726
$6K ﹤0.01%
+1,834
1727
$6K ﹤0.01%
+55
1728
$6K ﹤0.01%
+148
1729
$6K ﹤0.01%
+5
1730
$6K ﹤0.01%
+51
1731
$6K ﹤0.01%
+236
1732
$6K ﹤0.01%
+158
1733
$6K ﹤0.01%
+239
1734
$6K ﹤0.01%
+22
1735
$6K ﹤0.01%
+9
1736
$5K ﹤0.01%
+231
1737
$5K ﹤0.01%
+130
1738
$5K ﹤0.01%
+130
1739
$5K ﹤0.01%
+59
1740
$5K ﹤0.01%
+28
1741
$5K ﹤0.01%
+648
1742
$5K ﹤0.01%
+294
1743
$5K ﹤0.01%
+115
1744
$5K ﹤0.01%
+162
1745
$5K ﹤0.01%
+62
1746
$5K ﹤0.01%
+995
1747
$5K ﹤0.01%
+155
1748
$5K ﹤0.01%
+145
1749
$5K ﹤0.01%
+105
1750
$5K ﹤0.01%
+86
68 69
70
71 72