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
1951
$3K ﹤0.01%
+225
1952
$3K ﹤0.01%
+67
1953
$3K ﹤0.01%
+80
1954
$3K ﹤0.01%
+14
1955
$3K ﹤0.01%
+69
1956
$3K ﹤0.01%
+134
1957
$3K ﹤0.01%
+50
1958
$3K ﹤0.01%
+158
1959
$3K ﹤0.01%
+57
1960
$3K ﹤0.01%
+148
1961
$3K ﹤0.01%
+240
1962
$3K ﹤0.01%
+50
1963
$3K ﹤0.01%
+113
1964
$3K ﹤0.01%
+77
1965
$3K ﹤0.01%
+172
1966
$3K ﹤0.01%
+147
1967
$3K ﹤0.01%
+53
1968
$3K ﹤0.01%
+146
1969
$3K ﹤0.01%
+213
1970
$3K ﹤0.01%
+41
1971
$3K ﹤0.01%
+250
1972
$3K ﹤0.01%
+58
1973
$3K ﹤0.01%
+38
1974
$3K ﹤0.01%
+49
1975
$3K ﹤0.01%
+383
77 78
79
80 81