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
1826
$4K ﹤0.01%
+136
1827
$4K ﹤0.01%
+129
1828
$4K ﹤0.01%
+305
1829
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+202
1830
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+188
1831
$4K ﹤0.01%
+79
1832
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+341
1833
$4K ﹤0.01%
+32
1834
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+200
1835
$4K ﹤0.01%
+141
1836
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+18
1837
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+55
1838
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+33
1839
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+15
1840
$4K ﹤0.01%
+115
1841
$4K ﹤0.01%
+162
1842
$4K ﹤0.01%
+97
1843
$4K ﹤0.01%
+103
1844
$4K ﹤0.01%
+300
1845
$4K ﹤0.01%
+158
1846
$4K ﹤0.01%
+120
1847
$4K ﹤0.01%
+140
1848
$4K ﹤0.01%
+56
1849
$4K ﹤0.01%
+22
1850
$4K ﹤0.01%
+182