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
2226
$1K ﹤0.01%
+300
2227
$1K ﹤0.01%
+50
2228
$1K ﹤0.01%
+72
2229
$1K ﹤0.01%
+16
2230
$1K ﹤0.01%
+29
2231
$1K ﹤0.01%
+55
2232
$1K ﹤0.01%
+9
2233
$1K ﹤0.01%
+17
2234
$1K ﹤0.01%
+69
2235
$1K ﹤0.01%
+300
2236
$1K ﹤0.01%
+21
2237
$1K ﹤0.01%
+65
2238
$1K ﹤0.01%
+26
2239
$1K ﹤0.01%
+17
2240
$1K ﹤0.01%
+19
2241
$1K ﹤0.01%
+51
2242
$1K ﹤0.01%
+5
2243
$1K ﹤0.01%
+27
2244
$1K ﹤0.01%
+31
2245
$1K ﹤0.01%
+395
2246
$1K ﹤0.01%
+12
2247
$1K ﹤0.01%
+20
2248
$1K ﹤0.01%
+44
2249
$1K ﹤0.01%
+52
2250
$1K ﹤0.01%
+24