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
1901
$3K ﹤0.01%
+223
1902
$3K ﹤0.01%
+115
1903
$3K ﹤0.01%
+304
1904
$3K ﹤0.01%
+500
1905
$3K ﹤0.01%
+47
1906
$3K ﹤0.01%
+40
1907
$3K ﹤0.01%
+304
1908
$3K ﹤0.01%
+38
1909
$3K ﹤0.01%
+75
1910
$3K ﹤0.01%
+80
1911
$3K ﹤0.01%
+240
1912
$3K ﹤0.01%
+50
1913
$3K ﹤0.01%
+113
1914
$3K ﹤0.01%
+90
1915
$3K ﹤0.01%
+88
1916
$3K ﹤0.01%
+86
1917
$3K ﹤0.01%
+58
1918
$3K ﹤0.01%
+665
1919
$3K ﹤0.01%
+714
1920
$3K ﹤0.01%
+149
1921
$3K ﹤0.01%
+46
1922
$3K ﹤0.01%
+22
1923
$3K ﹤0.01%
+1,100
1924
$3K ﹤0.01%
+31
1925
$3K ﹤0.01%
+33
75 76
77
78 79