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
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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%
+194
1902
$3K ﹤0.01%
+2
1903
$3K ﹤0.01%
+74
1904
$3K ﹤0.01%
+32
1905
$3K ﹤0.01%
+95
1906
$3K ﹤0.01%
+32
1907
$3K ﹤0.01%
+60
1908
$3K ﹤0.01%
+35
1909
$3K ﹤0.01%
+174
1910
$3K ﹤0.01%
+455
1911
$3K ﹤0.01%
+87
1912
$3K ﹤0.01%
+61
1913
$3K ﹤0.01%
+70
1914
$3K ﹤0.01%
+235
1915
$3K ﹤0.01%
+42
1916
$3K ﹤0.01%
+81
1917
$3K ﹤0.01%
+170
1918
$3K ﹤0.01%
+143
1919
$3K ﹤0.01%
+258
1920
$3K ﹤0.01%
+107
1921
$3K ﹤0.01%
+71
1922
$3K ﹤0.01%
+307
1923
$3K ﹤0.01%
+309
1924
$3K ﹤0.01%
+72
1925
$3K ﹤0.01%
+62
75 76
77
78 79