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
2226
$1K ﹤0.01%
+83
2227
$1K ﹤0.01%
+96
2228
$1K ﹤0.01%
+63
2229
$1K ﹤0.01%
+78
2230
$1K ﹤0.01%
+1,200
2231
$1K ﹤0.01%
+35
2232
$1K ﹤0.01%
+649
2233
$1K ﹤0.01%
+52
2234
$1K ﹤0.01%
+323
2235
$1K ﹤0.01%
+300
2236
$1K ﹤0.01%
+50
2237
$1K ﹤0.01%
+72
2238
$1K ﹤0.01%
+16
2239
$1K ﹤0.01%
+29
2240
$1K ﹤0.01%
+55
2241
$1K ﹤0.01%
+9
2242
$1K ﹤0.01%
+17
2243
$1K ﹤0.01%
+69
2244
$1K ﹤0.01%
+300
2245
$1K ﹤0.01%
+21
2246
$1K ﹤0.01%
+20
2247
$1K ﹤0.01%
+42
2248
$1K ﹤0.01%
+85
2249
$1K ﹤0.01%
+8
2250
$1K ﹤0.01%
+24
88 89
90
91 92