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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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%
+67
2277
$1K ﹤0.01%
+12
2278
$1K ﹤0.01%
+42
2279
$1K ﹤0.01%
+38
2280
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+25
2281
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+31
2282
$1K ﹤0.01%
+36
2283
$1K ﹤0.01%
+7
2284
$1K ﹤0.01%
+7
2285
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+19
2286
$1K ﹤0.01%
+50
2287
$1K ﹤0.01%
+18
2288
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+29
2289
$1K ﹤0.01%
+67
2290
$1K ﹤0.01%
+21
2291
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+30
2292
$1K ﹤0.01%
+8
2293
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+9
2294
$1K ﹤0.01%
+106
2295
$1K ﹤0.01%
+21
2296
$1K ﹤0.01%
+17
2297
$1K ﹤0.01%
+49
2298
$1K ﹤0.01%
+10
2299
$1K ﹤0.01%
+30
2300
$1K ﹤0.01%
+1