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%
+130
1827
$4K ﹤0.01%
+46
1828
$4K ﹤0.01%
+87
1829
$4K ﹤0.01%
+229
1830
$4K ﹤0.01%
+223
1831
$4K ﹤0.01%
+170
1832
$4K ﹤0.01%
+359
1833
$4K ﹤0.01%
+100
1834
$4K ﹤0.01%
+136
1835
$4K ﹤0.01%
+129
1836
$4K ﹤0.01%
+305
1837
$4K ﹤0.01%
+202
1838
$4K ﹤0.01%
+188
1839
$4K ﹤0.01%
+79
1840
$4K ﹤0.01%
+341
1841
$4K ﹤0.01%
+32
1842
$4K ﹤0.01%
+200
1843
$4K ﹤0.01%
+141
1844
$4K ﹤0.01%
+18
1845
$4K ﹤0.01%
+55
1846
$4K ﹤0.01%
+33
1847
$4K ﹤0.01%
+253
1848
$4K ﹤0.01%
+164
1849
$4K ﹤0.01%
+31
1850
$4K ﹤0.01%
+115