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
2276
$1K ﹤0.01%
+111
2277
$1K ﹤0.01%
+7
2278
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+48
2279
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+8
2280
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+24
2281
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+15
2282
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+6
2283
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+5
2284
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+7
2285
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+153
2286
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+56
2287
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+14
2288
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+666
2289
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+304
2290
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+64
2291
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+147
2292
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+44
2293
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+504
2294
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+55
2295
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+500
2296
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+16
2297
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+12
2298
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+51
2299
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+36
2300
$1K ﹤0.01%
+134