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
2301
$1K ﹤0.01%
+34
2302
$1K ﹤0.01%
+6
2303
$1K ﹤0.01%
+1,085
2304
$1K ﹤0.01%
+9
2305
$1K ﹤0.01%
+144
2306
$1K ﹤0.01%
+14
2307
$1K ﹤0.01%
+100
2308
$1K ﹤0.01%
+181
2309
$1K ﹤0.01%
+83
2310
$1K ﹤0.01%
+52
2311
$1K ﹤0.01%
+43
2312
$1K ﹤0.01%
+38
2313
$1K ﹤0.01%
+20
2314
$1K ﹤0.01%
+22
2315
$1K ﹤0.01%
+435
2316
$1K ﹤0.01%
+54
2317
$1K ﹤0.01%
+243
2318
$1K ﹤0.01%
+82
2319
$1K ﹤0.01%
+80
2320
$1K ﹤0.01%
+215
2321
$1K ﹤0.01%
+151
2322
$1K ﹤0.01%
+13
2323
$1K ﹤0.01%
+31
2324
$1K ﹤0.01%
+395
2325
$1K ﹤0.01%
+44