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
176
$1.48M 0.12%
+11,861
177
$1.47M 0.12%
+18,252
178
$1.44M 0.12%
+58,944
179
$1.42M 0.12%
+21,993
180
$1.42M 0.12%
+9,252
181
$1.41M 0.12%
+22,872
182
$1.4M 0.12%
+69,466
183
$1.4M 0.12%
+58,132
184
$1.4M 0.12%
+14,965
185
$1.39M 0.11%
+31,250
186
$1.39M 0.11%
+55,387
187
$1.38M 0.11%
+105,446
188
$1.38M 0.11%
+49,542
189
$1.37M 0.11%
+42,118
190
$1.37M 0.11%
+46,575
191
$1.36M 0.11%
+45,269
192
$1.35M 0.11%
+17,468
193
$1.34M 0.11%
+4,499
194
$1.34M 0.11%
+22,260
195
$1.33M 0.11%
+9,013
196
$1.33M 0.11%
+58,816
197
$1.32M 0.11%
+26,229
198
$1.31M 0.11%
+12,137
199
$1.3M 0.11%
+7,695
200
$1.3M 0.11%
+35,354
6 7
8
9 10