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
2251
$1K ﹤0.01%
+110
2252
$1K ﹤0.01%
+52
2253
$1K ﹤0.01%
+71
2254
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+51
2255
$1K ﹤0.01%
+67
2256
$1K ﹤0.01%
+12
2257
$1K ﹤0.01%
+42
2258
$1K ﹤0.01%
+38
2259
$1K ﹤0.01%
+25
2260
$1K ﹤0.01%
+31
2261
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+36
2262
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+7
2263
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+7
2264
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+19
2265
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+50
2266
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+18
2267
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+29
2268
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+67
2269
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+21
2270
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+30
2271
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+8
2272
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+9
2273
$1K ﹤0.01%
+106
2274
$1K ﹤0.01%
+21
2275
$1K ﹤0.01%
+17