SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
2301
$1K ﹤0.01%
+5
2302
$1K ﹤0.01%
+9
2303
$1K ﹤0.01%
+63
2304
$1K ﹤0.01%
+60
2305
$1K ﹤0.01%
+15
2306
$1K ﹤0.01%
+109
2307
$1K ﹤0.01%
+6
2308
$1K ﹤0.01%
+11
2309
$1K ﹤0.01%
+1,695
2310
$1K ﹤0.01%
+50
2311
$1K ﹤0.01%
+902
2312
$1K ﹤0.01%
+110
2313
$1K ﹤0.01%
+52
2314
$1K ﹤0.01%
+71
2315
$1K ﹤0.01%
+51
2316
$1K ﹤0.01%
+67
2317
$1K ﹤0.01%
+12
2318
$1K ﹤0.01%
+42
2319
$1K ﹤0.01%
+38
2320
$1K ﹤0.01%
+25
2321
$1K ﹤0.01%
+31
2322
$1K ﹤0.01%
+36
2323
$1K ﹤0.01%
+7
2324
$1K ﹤0.01%
+7
2325
$1K ﹤0.01%
+19