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
+$32.9M
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%
+34
2052
$2K ﹤0.01%
+42
2053
$2K ﹤0.01%
+45
2054
$2K ﹤0.01%
+48
2055
$2K ﹤0.01%
+42
2056
$2K ﹤0.01%
+15
2057
$2K ﹤0.01%
+80
2058
$2K ﹤0.01%
+100
2059
$2K ﹤0.01%
+25
2060
$2K ﹤0.01%
+1,333
2061
$2K ﹤0.01%
+35
2062
$2K ﹤0.01%
+2,819
2063
$2K ﹤0.01%
+44
2064
$2K ﹤0.01%
+48
2065
$2K ﹤0.01%
+3
2066
$2K ﹤0.01%
+18
2067
$2K ﹤0.01%
+31
2068
$2K ﹤0.01%
+150
2069
$2K ﹤0.01%
+56
2070
$2K ﹤0.01%
+64
2071
$2K ﹤0.01%
+40
2072
$2K ﹤0.01%
+68
2073
$2K ﹤0.01%
+157
2074
$2K ﹤0.01%
+53
2075
$2K ﹤0.01%
+37
81 82
83
84 85