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
2251
$1K ﹤0.01%
+85
2252
$1K ﹤0.01%
+57
2253
$1K ﹤0.01%
+64
2254
$1K ﹤0.01%
+50
2255
$1K ﹤0.01%
+36
2256
$1K ﹤0.01%
+100
2257
$1K ﹤0.01%
+42
2258
$1K ﹤0.01%
+22
2259
$1K ﹤0.01%
+7
2260
$1K ﹤0.01%
+8
2261
$1K ﹤0.01%
+5
2262
$1K ﹤0.01%
+20
2263
$1K ﹤0.01%
+8
2264
$1K ﹤0.01%
+50
2265
$1K ﹤0.01%
+34
2266
$1K ﹤0.01%
+74
2267
$1K ﹤0.01%
+88
2268
$1K ﹤0.01%
+7
2269
$1K ﹤0.01%
+149
2270
$1K ﹤0.01%
+4
2271
$1K ﹤0.01%
+17
2272
$1K ﹤0.01%
+21
2273
$1K ﹤0.01%
+25
2274
$1K ﹤0.01%
+1
2275
$1K ﹤0.01%
+74
89 90
91
92 93