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
1976
$3K ﹤0.01%
+147
1977
$3K ﹤0.01%
+53
1978
$3K ﹤0.01%
+146
1979
$3K ﹤0.01%
+213
1980
$3K ﹤0.01%
+41
1981
$3K ﹤0.01%
+250
1982
$3K ﹤0.01%
+58
1983
$3K ﹤0.01%
+38
1984
$3K ﹤0.01%
+49
1985
$3K ﹤0.01%
+383
1986
$3K ﹤0.01%
+520
1987
$3K ﹤0.01%
+45
1988
$3K ﹤0.01%
+23
1989
$3K ﹤0.01%
+230
1990
$3K ﹤0.01%
+4
1991
$3K ﹤0.01%
+63
1992
$3K ﹤0.01%
+64
1993
$3K ﹤0.01%
+11
1994
$3K ﹤0.01%
+43
1995
$3K ﹤0.01%
+127
1996
$3K ﹤0.01%
+160
1997
$3K ﹤0.01%
+52
1998
$3K ﹤0.01%
+67
1999
$3K ﹤0.01%
+55
2000
$3K ﹤0.01%
+55
78 79
80
81 82