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
2001
$3K ﹤0.01%
+55
2002
$3K ﹤0.01%
+57
2003
$3K ﹤0.01%
+92
2004
$3K ﹤0.01%
+223
2005
$3K ﹤0.01%
+115
2006
$3K ﹤0.01%
+304
2007
$3K ﹤0.01%
+500
2008
$3K ﹤0.01%
+47
2009
$3K ﹤0.01%
+40
2010
$3K ﹤0.01%
+304
2011
$3K ﹤0.01%
+665
2012
$3K ﹤0.01%
+61
2013
$3K ﹤0.01%
+435
2014
$3K ﹤0.01%
+59
2015
$3K ﹤0.01%
+94
2016
$2K ﹤0.01%
+520
2017
$2K ﹤0.01%
+2,819
2018
$2K ﹤0.01%
+35
2019
$2K ﹤0.01%
+1,333
2020
$2K ﹤0.01%
+25
2021
$2K ﹤0.01%
+100
2022
$2K ﹤0.01%
+100
2023
$2K ﹤0.01%
+17
2024
$2K ﹤0.01%
+1,128
2025
$2K ﹤0.01%
+1,628
79 80
81
82 83