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
1826
$4K ﹤0.01%
+97
1827
$4K ﹤0.01%
+103
1828
$4K ﹤0.01%
+300
1829
$4K ﹤0.01%
+158
1830
$4K ﹤0.01%
+120
1831
$4K ﹤0.01%
+140
1832
$4K ﹤0.01%
+28
1833
$4K ﹤0.01%
+56
1834
$4K ﹤0.01%
+22
1835
$4K ﹤0.01%
+182
1836
$4K ﹤0.01%
+174
1837
$4K ﹤0.01%
+46
1838
$4K ﹤0.01%
+49
1839
$4K ﹤0.01%
+460
1840
$4K ﹤0.01%
+76
1841
$4K ﹤0.01%
+30
1842
$4K ﹤0.01%
+630
1843
$4K ﹤0.01%
+382
1844
$4K ﹤0.01%
+49
1845
$4K ﹤0.01%
+167
1846
$4K ﹤0.01%
+433
1847
$4K ﹤0.01%
+168
1848
$4K ﹤0.01%
+76
1849
$4K ﹤0.01%
+85
1850
$4K ﹤0.01%
+1