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
2126
$2K ﹤0.01%
+84
2127
$2K ﹤0.01%
+86
2128
$2K ﹤0.01%
+44
2129
$2K ﹤0.01%
+45
2130
$2K ﹤0.01%
+16
2131
$2K ﹤0.01%
+2
2132
$2K ﹤0.01%
+28
2133
$2K ﹤0.01%
+49
2134
$2K ﹤0.01%
+21
2135
$2K ﹤0.01%
+64
2136
$2K ﹤0.01%
+50
2137
$2K ﹤0.01%
+16
2138
$2K ﹤0.01%
+32
2139
$2K ﹤0.01%
+23
2140
$2K ﹤0.01%
+132
2141
$2K ﹤0.01%
+1
2142
$2K ﹤0.01%
+18
2143
$2K ﹤0.01%
+60
2144
$2K ﹤0.01%
+108
2145
$2K ﹤0.01%
+63
2146
$2K ﹤0.01%
+34
2147
$2K ﹤0.01%
+42
2148
$2K ﹤0.01%
+45
2149
$2K ﹤0.01%
+48
2150
$2K ﹤0.01%
+42
84 85
86
87 88