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
2126
$2K ﹤0.01%
+48
2127
$2K ﹤0.01%
+47
2128
$2K ﹤0.01%
+208
2129
$2K ﹤0.01%
+126
2130
$2K ﹤0.01%
+80
2131
$2K ﹤0.01%
+156
2132
$2K ﹤0.01%
+38
2133
$2K ﹤0.01%
+69
2134
$2K ﹤0.01%
+118
2135
$2K ﹤0.01%
+30
2136
$2K ﹤0.01%
+52
2137
$2K ﹤0.01%
+21
2138
$2K ﹤0.01%
+240
2139
$2K ﹤0.01%
+64
2140
$2K ﹤0.01%
+93
2141
$2K ﹤0.01%
+3
2142
$2K ﹤0.01%
+18
2143
$2K ﹤0.01%
+31
2144
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+43
2145
$2K ﹤0.01%
+13
2146
$2K ﹤0.01%
+20
2147
$2K ﹤0.01%
+130
2148
$2K ﹤0.01%
+157
2149
$2K ﹤0.01%
+103
2150
$2K ﹤0.01%
+91
84 85
86
87 88