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
2026
$2K ﹤0.01%
+60
2027
$2K ﹤0.01%
+22
2028
$2K ﹤0.01%
+102
2029
$2K ﹤0.01%
+22
2030
$2K ﹤0.01%
+88
2031
$2K ﹤0.01%
+919
2032
$2K ﹤0.01%
+24
2033
$2K ﹤0.01%
+82
2034
$2K ﹤0.01%
+22
2035
$2K ﹤0.01%
+33
2036
$2K ﹤0.01%
+84
2037
$2K ﹤0.01%
+86
2038
$2K ﹤0.01%
+44
2039
$2K ﹤0.01%
+45
2040
$2K ﹤0.01%
+29
2041
$2K ﹤0.01%
+80
2042
$2K ﹤0.01%
+28
2043
$2K ﹤0.01%
+49
2044
$2K ﹤0.01%
+21
2045
$2K ﹤0.01%
+64
2046
$2K ﹤0.01%
+50
2047
$2K ﹤0.01%
+16
2048
$2K ﹤0.01%
+32
2049
$2K ﹤0.01%
+23
2050
$2K ﹤0.01%
+132
80 81
82
83 84