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
2051
$2K ﹤0.01%
+150
2052
$2K ﹤0.01%
+41
2053
$2K ﹤0.01%
+28
2054
$2K ﹤0.01%
+40
2055
$2K ﹤0.01%
+32
2056
$2K ﹤0.01%
+72
2057
$2K ﹤0.01%
+25
2058
$2K ﹤0.01%
+40
2059
$2K ﹤0.01%
+160
2060
$2K ﹤0.01%
+57
2061
$2K ﹤0.01%
+64
2062
$2K ﹤0.01%
+40
2063
$2K ﹤0.01%
+69
2064
$2K ﹤0.01%
+300
2065
$2K ﹤0.01%
+43
2066
$2K ﹤0.01%
+20
2067
$2K ﹤0.01%
+330
2068
$2K ﹤0.01%
+30
2069
$2K ﹤0.01%
+332
2070
$2K ﹤0.01%
+36
2071
$2K ﹤0.01%
+435
2072
$2K ﹤0.01%
+50
2073
$2K ﹤0.01%
+98
2074
$2K ﹤0.01%
+59
2075
$2K ﹤0.01%
+9
81 82
83
84 85