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
2151
$2K ﹤0.01%
+15
2152
$2K ﹤0.01%
+80
2153
$2K ﹤0.01%
+100
2154
$2K ﹤0.01%
+101
2155
$2K ﹤0.01%
+74
2156
$2K ﹤0.01%
+37
2157
$2K ﹤0.01%
+8
2158
$2K ﹤0.01%
+57
2159
$2K ﹤0.01%
+41
2160
$2K ﹤0.01%
+74
2161
$2K ﹤0.01%
+20
2162
$2K ﹤0.01%
+61
2163
$2K ﹤0.01%
+38
2164
$2K ﹤0.01%
+3
2165
$2K ﹤0.01%
+49
2166
$2K ﹤0.01%
+94
2167
$2K ﹤0.01%
+10
2168
$2K ﹤0.01%
+111
2169
$2K ﹤0.01%
+323
2170
$2K ﹤0.01%
+82
2171
$1K ﹤0.01%
+11
2172
$1K ﹤0.01%
+25
2173
$1K ﹤0.01%
+9
2174
$1K ﹤0.01%
+95
2175
$1K ﹤0.01%
+39
85 86
87
88 89