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
2201
$1K ﹤0.01%
+12
2202
$1K ﹤0.01%
+51
2203
$1K ﹤0.01%
+36
2204
$1K ﹤0.01%
+134
2205
$1K ﹤0.01%
+10
2206
$1K ﹤0.01%
+23
2207
$1K ﹤0.01%
+36
2208
$1K ﹤0.01%
+42
2209
$1K ﹤0.01%
+15
2210
$1K ﹤0.01%
+28
2211
$1K ﹤0.01%
+1,141
2212
$1K ﹤0.01%
+319
2213
$1K ﹤0.01%
+39
2214
$1K ﹤0.01%
+16
2215
$1K ﹤0.01%
+100
2216
$1K ﹤0.01%
+125
2217
$1K ﹤0.01%
+11
2218
$1K ﹤0.01%
+62
2219
$1K ﹤0.01%
+40
2220
$1K ﹤0.01%
+30
2221
$1K ﹤0.01%
+250
2222
$1K ﹤0.01%
+302
2223
$1K ﹤0.01%
+12
2224
$1K ﹤0.01%
+50
2225
$1K ﹤0.01%
+57
87 88
89
90 91