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
1851
$4K ﹤0.01%
+382
1852
$4K ﹤0.01%
+49
1853
$4K ﹤0.01%
+167
1854
$4K ﹤0.01%
+433
1855
$4K ﹤0.01%
+168
1856
$4K ﹤0.01%
+76
1857
$4K ﹤0.01%
+85
1858
$4K ﹤0.01%
+1
1859
$4K ﹤0.01%
+360
1860
$4K ﹤0.01%
+600
1861
$4K ﹤0.01%
+464
1862
$4K ﹤0.01%
+159
1863
$4K ﹤0.01%
+200
1864
$4K ﹤0.01%
+136
1865
$4K ﹤0.01%
+107
1866
$4K ﹤0.01%
+100
1867
$4K ﹤0.01%
+89
1868
$4K ﹤0.01%
+35
1869
$4K ﹤0.01%
+380
1870
$4K ﹤0.01%
+246
1871
$4K ﹤0.01%
+115
1872
$4K ﹤0.01%
+50
1873
$4K ﹤0.01%
+517
1874
$4K ﹤0.01%
+232
1875
$4K ﹤0.01%
+325
73 74
75
76 77