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
1901
$3K ﹤0.01%
+25
1902
$3K ﹤0.01%
+39
1903
$3K ﹤0.01%
+188
1904
$3K ﹤0.01%
+38
1905
$3K ﹤0.01%
+75
1906
$3K ﹤0.01%
+80
1907
$3K ﹤0.01%
+256
1908
$3K ﹤0.01%
+59
1909
$3K ﹤0.01%
+225
1910
$3K ﹤0.01%
+67
1911
$3K ﹤0.01%
+92
1912
$3K ﹤0.01%
+223
1913
$3K ﹤0.01%
+115
1914
$3K ﹤0.01%
+304
1915
$3K ﹤0.01%
+500
1916
$3K ﹤0.01%
+47
1917
$3K ﹤0.01%
+40
1918
$3K ﹤0.01%
+304
1919
$3K ﹤0.01%
+55
1920
$3K ﹤0.01%
+194
1921
$3K ﹤0.01%
+2
1922
$3K ﹤0.01%
+74
1923
$3K ﹤0.01%
+32
1924
$3K ﹤0.01%
+95
1925
$3K ﹤0.01%
+32
75 76
77
78 79