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
2176
$1K ﹤0.01%
+7
2177
$1K ﹤0.01%
+48
2178
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+24
2179
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+19
2180
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+51
2181
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+85
2182
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+8
2183
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+24
2184
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+5
2185
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+15
2186
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+6
2187
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2188
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+7
2189
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2190
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+56
2191
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+14
2192
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+666
2193
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+304
2194
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+64
2195
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+147
2196
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+44
2197
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+504
2198
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+55
2199
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+500
2200
$1K ﹤0.01%
+16