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
2151
$2K ﹤0.01%
+86
2152
$2K ﹤0.01%
+44
2153
$2K ﹤0.01%
+45
2154
$2K ﹤0.01%
+16
2155
$2K ﹤0.01%
+80
2156
$2K ﹤0.01%
+28
2157
$2K ﹤0.01%
+49
2158
$2K ﹤0.01%
+21
2159
$2K ﹤0.01%
+64
2160
$2K ﹤0.01%
+50
2161
$2K ﹤0.01%
+16
2162
$2K ﹤0.01%
+32
2163
$2K ﹤0.01%
+23
2164
$2K ﹤0.01%
+132
2165
$2K ﹤0.01%
+18
2166
$2K ﹤0.01%
+60
2167
$2K ﹤0.01%
+108
2168
$2K ﹤0.01%
+63
2169
$2K ﹤0.01%
+100
2170
$2K ﹤0.01%
+101
2171
$1K ﹤0.01%
+7
2172
$1K ﹤0.01%
+19
2173
$1K ﹤0.01%
+50
2174
$1K ﹤0.01%
+18
2175
$1K ﹤0.01%
+29
85 86
87
88 89