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
1926
$3K ﹤0.01%
+60
1927
$3K ﹤0.01%
+35
1928
$3K ﹤0.01%
+174
1929
$3K ﹤0.01%
+87
1930
$3K ﹤0.01%
+61
1931
$3K ﹤0.01%
+70
1932
$3K ﹤0.01%
+235
1933
$3K ﹤0.01%
+42
1934
$3K ﹤0.01%
+81
1935
$3K ﹤0.01%
+170
1936
$3K ﹤0.01%
+143
1937
$3K ﹤0.01%
+258
1938
$3K ﹤0.01%
+107
1939
$3K ﹤0.01%
+71
1940
$3K ﹤0.01%
+307
1941
$3K ﹤0.01%
+309
1942
$3K ﹤0.01%
+72
1943
$3K ﹤0.01%
+62
1944
$3K ﹤0.01%
+90
1945
$3K ﹤0.01%
+266
1946
$3K ﹤0.01%
+13
1947
$3K ﹤0.01%
+186
1948
$3K ﹤0.01%
+56
1949
$3K ﹤0.01%
+100
1950
$3K ﹤0.01%
+90
76 77
78
79 80