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
2176
$1K ﹤0.01%
+67
2177
$1K ﹤0.01%
+21
2178
$1K ﹤0.01%
+30
2179
$1K ﹤0.01%
+8
2180
$1K ﹤0.01%
+1
2181
– –
0
2182
$1K ﹤0.01%
+58
2183
$1K ﹤0.01%
+25
2184
$1K ﹤0.01%
+11
2185
$1K ﹤0.01%
+25
2186
$1K ﹤0.01%
+9
2187
$1K ﹤0.01%
+95
2188
$1K ﹤0.01%
+39
2189
$1K ﹤0.01%
+13
2190
$1K ﹤0.01%
+6
2191
$1K ﹤0.01%
+26
2192
$1K ﹤0.01%
+69
2193
$1K ﹤0.01%
+15
2194
$1K ﹤0.01%
+40
2195
$1K ﹤0.01%
+38
2196
$1K ﹤0.01%
+15
2197
$1K ﹤0.01%
+4
2198
$1K ﹤0.01%
+22
2199
$1K ﹤0.01%
+58
2200
$1K ﹤0.01%
+34
86 87
88
89 90