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
2001
$3K ﹤0.01%
+57
2002
$3K ﹤0.01%
+92
2003
$3K ﹤0.01%
+61
2004
$3K ﹤0.01%
+435
2005
$3K ﹤0.01%
+59
2006
$3K ﹤0.01%
+94
2007
$3K ﹤0.01%
+137
2008
$3K ﹤0.01%
+335
2009
$3K ﹤0.01%
+135
2010
$3K ﹤0.01%
+141
2011
$3K ﹤0.01%
+19
2012
$3K ﹤0.01%
+530
2013
$3K ﹤0.01%
+40
2014
$3K ﹤0.01%
+52
2015
$3K ﹤0.01%
+28
2016
$2K ﹤0.01%
+74
2017
$2K ﹤0.01%
+37
2018
$2K ﹤0.01%
+8
2019
$2K ﹤0.01%
+57
2020
$2K ﹤0.01%
+41
2021
$2K ﹤0.01%
+74
2022
$2K ﹤0.01%
+20
2023
$2K ﹤0.01%
+61
2024
$2K ﹤0.01%
+38
2025
$2K ﹤0.01%
+3
79 80
81
82 83