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
2076
$2K ﹤0.01%
+3
2077
$2K ﹤0.01%
+22
2078
$2K ﹤0.01%
+40
2079
$2K ﹤0.01%
+2
2080
$2K ﹤0.01%
+49
2081
$2K ﹤0.01%
+94
2082
$2K ﹤0.01%
+10
2083
$2K ﹤0.01%
+111
2084
$2K ﹤0.01%
+323
2085
$2K ﹤0.01%
+82
2086
$2K ﹤0.01%
+27
2087
$2K ﹤0.01%
+134
2088
$2K ﹤0.01%
+50
2089
$2K ﹤0.01%
+100
2090
$2K ﹤0.01%
+133
2091
$2K ﹤0.01%
+26
2092
$2K ﹤0.01%
+93
2093
$2K ﹤0.01%
+16
2094
$2K ﹤0.01%
+150
2095
$2K ﹤0.01%
+41
2096
$2K ﹤0.01%
+28
2097
$2K ﹤0.01%
+40
2098
$2K ﹤0.01%
+32
2099
$2K ﹤0.01%
+72
2100
$2K ﹤0.01%
+25
82 83
84
85 86