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
+$32.9M
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%
+62
1952
$3K ﹤0.01%
+90
1953
$3K ﹤0.01%
+266
1954
$3K ﹤0.01%
+13
1955
$3K ﹤0.01%
+186
1956
$3K ﹤0.01%
+56
1957
$3K ﹤0.01%
+100
1958
$3K ﹤0.01%
+90
1959
$3K ﹤0.01%
+25
1960
$3K ﹤0.01%
+39
1961
$3K ﹤0.01%
+188
1962
$3K ﹤0.01%
+256
1963
$3K ﹤0.01%
+59
1964
$3K ﹤0.01%
+225
1965
$3K ﹤0.01%
+67
1966
$3K ﹤0.01%
+80
1967
$3K ﹤0.01%
+14
1968
$3K ﹤0.01%
+69
1969
$3K ﹤0.01%
+134
1970
$3K ﹤0.01%
+50
1971
$3K ﹤0.01%
+158
1972
$3K ﹤0.01%
+57
1973
$3K ﹤0.01%
+148
1974
$3K ﹤0.01%
+77
1975
$3K ﹤0.01%
+172
77 78
79
80 81