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
2026
$2K ﹤0.01%
+100
2027
$2K ﹤0.01%
+25
2028
$2K ﹤0.01%
+2,819
2029
$2K ﹤0.01%
+50
2030
$2K ﹤0.01%
+150
2031
$2K ﹤0.01%
+56
2032
$2K ﹤0.01%
+68
2033
$2K ﹤0.01%
+53
2034
$2K ﹤0.01%
+69
2035
$2K ﹤0.01%
+29
2036
$2K ﹤0.01%
+25
2037
$2K ﹤0.01%
+58
2038
$2K ﹤0.01%
+22
2039
$2K ﹤0.01%
+40
2040
$2K ﹤0.01%
+2
2041
$2K ﹤0.01%
+520
2042
$2K ﹤0.01%
+110
2043
$2K ﹤0.01%
+329
2044
$2K ﹤0.01%
+69
2045
$2K ﹤0.01%
+1,333
2046
$2K ﹤0.01%
+35
2047
$2K ﹤0.01%
+3
2048
$2K ﹤0.01%
+18
2049
$2K ﹤0.01%
+31
2050
$2K ﹤0.01%
+61
80 81
82
83 84