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 +$32.8M
2 +$32.7M
3 +$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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%
+9
1727
$6K ﹤0.01%
+177
1728
$6K ﹤0.01%
+43
1729
$6K ﹤0.01%
+617
1730
$6K ﹤0.01%
+245
1731
$6K ﹤0.01%
+100
1732
$6K ﹤0.01%
+215
1733
$6K ﹤0.01%
+270
1734
$6K ﹤0.01%
+208
1735
$6K ﹤0.01%
+185
1736
$5K ﹤0.01%
+162
1737
$5K ﹤0.01%
+62
1738
$5K ﹤0.01%
+9
1739
$5K ﹤0.01%
+85
1740
$5K ﹤0.01%
+154
1741
$5K ﹤0.01%
+41
1742
$5K ﹤0.01%
+114
1743
$5K ﹤0.01%
+50
1744
$5K ﹤0.01%
+410
1745
$5K ﹤0.01%
+59
1746
$5K ﹤0.01%
+68
1747
$5K ﹤0.01%
+18
1748
$5K ﹤0.01%
+124
1749
$5K ﹤0.01%
+146
1750
$5K ﹤0.01%
+995