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
1976
$3K ﹤0.01%
+520
1977
$3K ﹤0.01%
+739
1978
$3K ﹤0.01%
+167
1979
$3K ﹤0.01%
+31
1980
$3K ﹤0.01%
+30
1981
$3K ﹤0.01%
+295
1982
$3K ﹤0.01%
+74
1983
$3K ﹤0.01%
+45
1984
$3K ﹤0.01%
+23
1985
$3K ﹤0.01%
+96
1986
$3K ﹤0.01%
+230
1987
$3K ﹤0.01%
+4
1988
$3K ﹤0.01%
+90
1989
$3K ﹤0.01%
+88
1990
$3K ﹤0.01%
+63
1991
$3K ﹤0.01%
+64
1992
$3K ﹤0.01%
+11
1993
$3K ﹤0.01%
+43
1994
$3K ﹤0.01%
+127
1995
$3K ﹤0.01%
+160
1996
$3K ﹤0.01%
+86
1997
$3K ﹤0.01%
+52
1998
$3K ﹤0.01%
+67
1999
$3K ﹤0.01%
+58
2000
$3K ﹤0.01%
+55
78 79
80
81 82