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
1951
$3K ﹤0.01%
+77
1952
$3K ﹤0.01%
+172
1953
$3K ﹤0.01%
+147
1954
$3K ﹤0.01%
+53
1955
$3K ﹤0.01%
+146
1956
$3K ﹤0.01%
+213
1957
$3K ﹤0.01%
+41
1958
$3K ﹤0.01%
+250
1959
$3K ﹤0.01%
+58
1960
$3K ﹤0.01%
+38
1961
$3K ﹤0.01%
+49
1962
$3K ﹤0.01%
+383
1963
$3K ﹤0.01%
+520
1964
$3K ﹤0.01%
+739
1965
$3K ﹤0.01%
+167
1966
$3K ﹤0.01%
+31
1967
$3K ﹤0.01%
+30
1968
$3K ﹤0.01%
+295
1969
$3K ﹤0.01%
+74
1970
$3K ﹤0.01%
+45
1971
$3K ﹤0.01%
+23
1972
$3K ﹤0.01%
+96
1973
$3K ﹤0.01%
+230
1974
$3K ﹤0.01%
+4
1975
$3K ﹤0.01%
+63
77 78
79
80 81