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
1926
$3K ﹤0.01%
+90
1927
$3K ﹤0.01%
+266
1928
$3K ﹤0.01%
+13
1929
$3K ﹤0.01%
+186
1930
$3K ﹤0.01%
+56
1931
$3K ﹤0.01%
+100
1932
$3K ﹤0.01%
+90
1933
$3K ﹤0.01%
+25
1934
$3K ﹤0.01%
+39
1935
$3K ﹤0.01%
+188
1936
$3K ﹤0.01%
+75
1937
$3K ﹤0.01%
+80
1938
$3K ﹤0.01%
+256
1939
$3K ﹤0.01%
+59
1940
$3K ﹤0.01%
+225
1941
$3K ﹤0.01%
+67
1942
$3K ﹤0.01%
+80
1943
$3K ﹤0.01%
+14
1944
$3K ﹤0.01%
+69
1945
$3K ﹤0.01%
+134
1946
$3K ﹤0.01%
+50
1947
$3K ﹤0.01%
+158
1948
$3K ﹤0.01%
+57
1949
$3K ﹤0.01%
+148
1950
$3K ﹤0.01%
+50
76 77
78
79 80