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
2101
$2K ﹤0.01%
+330
2102
$2K ﹤0.01%
+98
2103
$2K ﹤0.01%
+59
2104
$2K ﹤0.01%
+9
2105
$2K ﹤0.01%
+47
2106
$2K ﹤0.01%
+208
2107
$2K ﹤0.01%
+126
2108
$2K ﹤0.01%
+80
2109
$2K ﹤0.01%
+156
2110
$2K ﹤0.01%
+38
2111
$2K ﹤0.01%
+118
2112
$2K ﹤0.01%
+30
2113
$2K ﹤0.01%
+52
2114
$2K ﹤0.01%
+21
2115
$2K ﹤0.01%
+240
2116
$2K ﹤0.01%
+64
2117
$2K ﹤0.01%
+93
2118
$2K ﹤0.01%
+43
2119
$2K ﹤0.01%
+13
2120
$2K ﹤0.01%
+20
2121
$2K ﹤0.01%
+130
2122
$2K ﹤0.01%
+103
2123
$2K ﹤0.01%
+91
2124
$2K ﹤0.01%
+122
2125
$2K ﹤0.01%
+205
83 84
85
86 87