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
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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%
+19
2002
$3K ﹤0.01%
+530
2003
$3K ﹤0.01%
+40
2004
$3K ﹤0.01%
+52
2005
$3K ﹤0.01%
+28
2006
$3K ﹤0.01%
+38
2007
$3K ﹤0.01%
+240
2008
$3K ﹤0.01%
+113
2009
$3K ﹤0.01%
+90
2010
$3K ﹤0.01%
+88
2011
$3K ﹤0.01%
+86
2012
$3K ﹤0.01%
+58
2013
$3K ﹤0.01%
+665
2014
$3K ﹤0.01%
+714
2015
$3K ﹤0.01%
+149
2016
$2K ﹤0.01%
+27
2017
$2K ﹤0.01%
+134
2018
$2K ﹤0.01%
+100
2019
$2K ﹤0.01%
+133
2020
$2K ﹤0.01%
+26
2021
$2K ﹤0.01%
+93
2022
$2K ﹤0.01%
+1,628
2023
$2K ﹤0.01%
+1,128
2024
$2K ﹤0.01%
+17
2025
$2K ﹤0.01%
+100
79 80
81
82 83