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
2201
$1K ﹤0.01%
+6
2202
$1K ﹤0.01%
+1,085
2203
$1K ﹤0.01%
+9
2204
$1K ﹤0.01%
+144
2205
$1K ﹤0.01%
+181
2206
$1K ﹤0.01%
+83
2207
$1K ﹤0.01%
+52
2208
$1K ﹤0.01%
+43
2209
$1K ﹤0.01%
+38
2210
$1K ﹤0.01%
+20
2211
$1K ﹤0.01%
+22
2212
$1K ﹤0.01%
+435
2213
$1K ﹤0.01%
+54
2214
$1K ﹤0.01%
+243
2215
$1K ﹤0.01%
+82
2216
$1K ﹤0.01%
+80
2217
$1K ﹤0.01%
+215
2218
$1K ﹤0.01%
+151
2219
$1K ﹤0.01%
+13
2220
$1K ﹤0.01%
+21
2221
$1K ﹤0.01%
+214
2222
$1K ﹤0.01%
+112
2223
$1K ﹤0.01%
+40
2224
$1K ﹤0.01%
+20
2225
$1K ﹤0.01%
+30
87 88
89
90 91