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 +$32.9M
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%
+7
2252
$1K ﹤0.01%
+50
2253
$1K ﹤0.01%
+34
2254
$1K ﹤0.01%
+223
2255
$1K ﹤0.01%
+88
2256
$1K ﹤0.01%
+7
2257
$1K ﹤0.01%
+149
2258
$1K ﹤0.01%
+24
2259
$1K ﹤0.01%
+85
2260
$1K ﹤0.01%
+8
2261
$1K ﹤0.01%
+57
2262
$1K ﹤0.01%
+64
2263
$1K ﹤0.01%
+111
2264
$1K ﹤0.01%
+42
2265
$1K ﹤0.01%
+50
2266
$1K ﹤0.01%
+38
2267
$1K ﹤0.01%
+25
2268
$1K ﹤0.01%
+31
2269
$1K ﹤0.01%
+36
2270
$1K ﹤0.01%
+9
2271
$1K ﹤0.01%
+106
2272
$1K ﹤0.01%
+21
2273
$1K ﹤0.01%
+17
2274
$1K ﹤0.01%
+49
2275
$1K ﹤0.01%
+10