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
2076
$2K ﹤0.01%
+69
2077
$2K ﹤0.01%
+81
2078
$2K ﹤0.01%
+29
2079
$2K ﹤0.01%
+1
2080
$2K ﹤0.01%
+25
2081
$2K ﹤0.01%
+58
2082
$2K ﹤0.01%
+22
2083
$2K ﹤0.01%
+40
2084
$2K ﹤0.01%
+2
2085
$2K ﹤0.01%
+49
2086
$2K ﹤0.01%
+520
2087
$2K ﹤0.01%
+150
2088
$2K ﹤0.01%
+41
2089
$2K ﹤0.01%
+28
2090
$2K ﹤0.01%
+40
2091
$2K ﹤0.01%
+32
2092
$2K ﹤0.01%
+72
2093
$2K ﹤0.01%
+25
2094
$2K ﹤0.01%
+40
2095
$2K ﹤0.01%
+160
2096
$2K ﹤0.01%
+57
2097
$2K ﹤0.01%
+69
2098
$2K ﹤0.01%
+300
2099
$2K ﹤0.01%
+43
2100
$2K ﹤0.01%
+20
82 83
84
85 86