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
1801
$4K ﹤0.01%
+56
1802
$4K ﹤0.01%
+167
1803
$4K ﹤0.01%
+433
1804
$4K ﹤0.01%
+168
1805
$4K ﹤0.01%
+76
1806
$4K ﹤0.01%
+85
1807
$4K ﹤0.01%
+1
1808
$4K ﹤0.01%
+360
1809
$4K ﹤0.01%
+600
1810
$4K ﹤0.01%
+464
1811
$4K ﹤0.01%
+159
1812
$4K ﹤0.01%
+200
1813
$4K ﹤0.01%
+325
1814
$4K ﹤0.01%
+57
1815
$4K ﹤0.01%
+113
1816
$4K ﹤0.01%
+32
1817
$4K ﹤0.01%
+4
1818
0
1819
$4K ﹤0.01%
+423
1820
$4K ﹤0.01%
+152
1821
$4K ﹤0.01%
+16
1822
$4K ﹤0.01%
+138
1823
$4K ﹤0.01%
+188
1824
$4K ﹤0.01%
+110
1825
$4K ﹤0.01%
+193