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
2276
$1K ﹤0.01%
+30
2277
$1K ﹤0.01%
+36
2278
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+100
2279
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+65
2280
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+26
2281
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+17
2282
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+19
2283
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+51
2284
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+5
2285
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+15
2286
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+6
2287
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+5
2288
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+319
2289
$1K ﹤0.01%
+1,695
2290
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+27
2291
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+14
2292
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+31
2293
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+395
2294
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+44
2295
$1K ﹤0.01%
+24
2296
$1K ﹤0.01%
+33
2297
$1K ﹤0.01%
+8
2298
$1K ﹤0.01%
+5
2299
$1K ﹤0.01%
+20
2300
$1K ﹤0.01%
+8