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
1851
$4K ﹤0.01%
+46
1852
$4K ﹤0.01%
+49
1853
$4K ﹤0.01%
+460
1854
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+76
1855
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+30
1856
$4K ﹤0.01%
+630
1857
$4K ﹤0.01%
+382
1858
$4K ﹤0.01%
+49
1859
$4K ﹤0.01%
+167
1860
$4K ﹤0.01%
+433
1861
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+168
1862
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+76
1863
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+85
1864
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+1
1865
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+360
1866
$4K ﹤0.01%
+600
1867
$4K ﹤0.01%
+464
1868
$4K ﹤0.01%
+159
1869
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+200
1870
$4K ﹤0.01%
+136
1871
$4K ﹤0.01%
+380
1872
$4K ﹤0.01%
+246
1873
$4K ﹤0.01%
+115
1874
$4K ﹤0.01%
+50
1875
$4K ﹤0.01%
+517