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
1751
$5K ﹤0.01%
+100
1752
$5K ﹤0.01%
+26
1753
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+166
1754
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+513
1755
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1756
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1757
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+390
1758
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+204
1759
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+140
1760
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+51
1761
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+105
1762
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+1,928
1763
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1764
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1765
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+312
1766
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1768
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+42
1769
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+338
1770
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+99
1771
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+175
1772
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+4
1773
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+136
1774
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+32
1775
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+13