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
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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%
+54
2202
$1K ﹤0.01%
+243
2203
$1K ﹤0.01%
+82
2204
$1K ﹤0.01%
+80
2205
$1K ﹤0.01%
+215
2206
$1K ﹤0.01%
+151
2207
$1K ﹤0.01%
+13
2208
$1K ﹤0.01%
+44
2209
$1K ﹤0.01%
+24
2210
$1K ﹤0.01%
+33
2211
$1K ﹤0.01%
+21
2212
$1K ﹤0.01%
+214
2213
$1K ﹤0.01%
+112
2214
$1K ﹤0.01%
+40
2215
$1K ﹤0.01%
+20
2216
$1K ﹤0.01%
+30
2217
$1K ﹤0.01%
+83
2218
$1K ﹤0.01%
+96
2219
$1K ﹤0.01%
+63
2220
$1K ﹤0.01%
+78
2221
$1K ﹤0.01%
+1,200
2222
$1K ﹤0.01%
+35
2223
$1K ﹤0.01%
+649
2224
$1K ﹤0.01%
+52
2225
$1K ﹤0.01%
+323
87 88
89
90 91