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
1801
$4K ﹤0.01%
+305
1802
$4K ﹤0.01%
+202
1803
$4K ﹤0.01%
+46
1804
$4K ﹤0.01%
+87
1805
$4K ﹤0.01%
+229
1806
$4K ﹤0.01%
+223
1807
$4K ﹤0.01%
+170
1808
$4K ﹤0.01%
+359
1809
$4K ﹤0.01%
+100
1810
$4K ﹤0.01%
+188
1811
$4K ﹤0.01%
+79
1812
$4K ﹤0.01%
+341
1813
$4K ﹤0.01%
+32
1814
$4K ﹤0.01%
+200
1815
$4K ﹤0.01%
+141
1816
$4K ﹤0.01%
+18
1817
$4K ﹤0.01%
+55
1818
$4K ﹤0.01%
+33
1819
$4K ﹤0.01%
+253
1820
$4K ﹤0.01%
+164
1821
$4K ﹤0.01%
+49
1822
$4K ﹤0.01%
+31
1823
$4K ﹤0.01%
+15
1824
$4K ﹤0.01%
+115
1825
$4K ﹤0.01%
+162
71 72
73
74 75