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
2101
$2K ﹤0.01%
+40
2102
$2K ﹤0.01%
+160
2103
$2K ﹤0.01%
+57
2104
$2K ﹤0.01%
+150
2105
$2K ﹤0.01%
+56
2106
$2K ﹤0.01%
+64
2107
$2K ﹤0.01%
+40
2108
$2K ﹤0.01%
+69
2109
$2K ﹤0.01%
+300
2110
$2K ﹤0.01%
+43
2111
$2K ﹤0.01%
+68
2112
$2K ﹤0.01%
+20
2113
$2K ﹤0.01%
+330
2114
$2K ﹤0.01%
+110
2115
$2K ﹤0.01%
+329
2116
$2K ﹤0.01%
+61
2117
$2K ﹤0.01%
+30
2118
$2K ﹤0.01%
+332
2119
$2K ﹤0.01%
+36
2120
$2K ﹤0.01%
+435
2121
$2K ﹤0.01%
+50
2122
$2K ﹤0.01%
+98
2123
$2K ﹤0.01%
+59
2124
$2K ﹤0.01%
+9
2125
$2K ﹤0.01%
+44
83 84
85
86 87