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
2151
$2K ﹤0.01%
+122
2152
$2K ﹤0.01%
+205
2153
$2K ﹤0.01%
+80
2154
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+16
2155
$2K ﹤0.01%
+59
2156
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+38
2157
$2K ﹤0.01%
+63
2158
$2K ﹤0.01%
+14
2159
$2K ﹤0.01%
+200
2160
$2K ﹤0.01%
+157
2161
$2K ﹤0.01%
+28
2162
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+106
2163
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+134
2164
$2K ﹤0.01%
+86
2165
$2K ﹤0.01%
+20
2166
$2K ﹤0.01%
+53
2167
$2K ﹤0.01%
+37
2168
$2K ﹤0.01%
+69
2169
$2K ﹤0.01%
+81
2170
$2K ﹤0.01%
+30
2171
$1K ﹤0.01%
+21
2172
$1K ﹤0.01%
+25
2173
$1K ﹤0.01%
+1
2174
$1K ﹤0.01%
+74
2175
$1K ﹤0.01%
+111
85 86
87
88 89