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%
+1,695
2177
$1K ﹤0.01%
+50
2178
$1K ﹤0.01%
+902
2179
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+110
2180
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+52
2181
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+71
2182
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+51
2183
$1K ﹤0.01%
+67
2184
$1K ﹤0.01%
+36
2185
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+21
2186
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+17
2187
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+49
2188
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+10
2189
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+30
2190
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+1
2191
0
2192
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+58
2193
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+25
2194
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+11
2195
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+25
2196
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+9
2197
$1K ﹤0.01%
+95
2198
$1K ﹤0.01%
+39
2199
$1K ﹤0.01%
+13
2200
$1K ﹤0.01%
+14