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
2101
$2K ﹤0.01%
+16
2102
$2K ﹤0.01%
+59
2103
$2K ﹤0.01%
+38
2104
$2K ﹤0.01%
+63
2105
$2K ﹤0.01%
+14
2106
$2K ﹤0.01%
+200
2107
$2K ﹤0.01%
+157
2108
$2K ﹤0.01%
+28
2109
$2K ﹤0.01%
+106
2110
$2K ﹤0.01%
+134
2111
$2K ﹤0.01%
+86
2112
$2K ﹤0.01%
+20
2113
$2K ﹤0.01%
+37
2114
$2K ﹤0.01%
+81
2115
$2K ﹤0.01%
+30
2116
$2K ﹤0.01%
+60
2117
$2K ﹤0.01%
+22
2118
$2K ﹤0.01%
+102
2119
$2K ﹤0.01%
+22
2120
$2K ﹤0.01%
+88
2121
$2K ﹤0.01%
+919
2122
$2K ﹤0.01%
+24
2123
$2K ﹤0.01%
+82
2124
$2K ﹤0.01%
+22
2125
$2K ﹤0.01%
+33
83 84
85
86 87