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
2276
$1K ﹤0.01%
+15
2277
$1K ﹤0.01%
+40
2278
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+38
2279
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+15
2280
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+4
2281
$1K ﹤0.01%
+36
2282
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+22
2283
$1K ﹤0.01%
+58
2284
$1K ﹤0.01%
+27
2285
$1K ﹤0.01%
+34
2286
$1K ﹤0.01%
+6
2287
$1K ﹤0.01%
+1,085
2288
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+9
2289
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+144
2290
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+100
2291
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+214
2292
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+22
2293
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+20
2294
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+44
2295
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+52
2296
$1K ﹤0.01%
+7
2297
$1K ﹤0.01%
+8
2298
$1K ﹤0.01%
+65
2299
$1K ﹤0.01%
+5
2300
$1K ﹤0.01%
+26