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
2051
$2K ﹤0.01%
+43
2052
$2K ﹤0.01%
+68
2053
$2K ﹤0.01%
+44
2054
$2K ﹤0.01%
+48
2055
$2K ﹤0.01%
+80
2056
$2K ﹤0.01%
+3
2057
$2K ﹤0.01%
+18
2058
$2K ﹤0.01%
+31
2059
$2K ﹤0.01%
+43
2060
$2K ﹤0.01%
+13
2061
$2K ﹤0.01%
+20
2062
$2K ﹤0.01%
+130
2063
$2K ﹤0.01%
+157
2064
$2K ﹤0.01%
+103
2065
$2K ﹤0.01%
+91
2066
$2K ﹤0.01%
+59
2067
$2K ﹤0.01%
+38
2068
$2K ﹤0.01%
+63
2069
$2K ﹤0.01%
+14
2070
$2K ﹤0.01%
+200
2071
$2K ﹤0.01%
+157
2072
$2K ﹤0.01%
+28
2073
$2K ﹤0.01%
+106
2074
$2K ﹤0.01%
+134
2075
$2K ﹤0.01%
+86
81 82
83
84 85