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
1826
$4K ﹤0.01%
+162
1827
$4K ﹤0.01%
+97
1828
$4K ﹤0.01%
+103
1829
$4K ﹤0.01%
+68
1830
$4K ﹤0.01%
+300
1831
$4K ﹤0.01%
+158
1832
$4K ﹤0.01%
+209
1833
$4K ﹤0.01%
+354
1834
$4K ﹤0.01%
+120
1835
$4K ﹤0.01%
+140
1836
$4K ﹤0.01%
+28
1837
$4K ﹤0.01%
+56
1838
$4K ﹤0.01%
+22
1839
$4K ﹤0.01%
+182
1840
$4K ﹤0.01%
+108
1841
$4K ﹤0.01%
+174
1842
$4K ﹤0.01%
+46
1843
$4K ﹤0.01%
+49
1844
$4K ﹤0.01%
+47
1845
$4K ﹤0.01%
+124
1846
$4K ﹤0.01%
+460
1847
$4K ﹤0.01%
+76
1848
$4K ﹤0.01%
+30
1849
$4K ﹤0.01%
+630
1850
$4K ﹤0.01%
+73