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%
+17
2302
$1K ﹤0.01%
+8
2303
$1K ﹤0.01%
+50
2304
$1K ﹤0.01%
+34
2305
$1K ﹤0.01%
+223
2306
$1K ﹤0.01%
+88
2307
$1K ﹤0.01%
+7
2308
$1K ﹤0.01%
+149
2309
$1K ﹤0.01%
+4
2310
$1K ﹤0.01%
+17
2311
$1K ﹤0.01%
+21
2312
$1K ﹤0.01%
+25
2313
$1K ﹤0.01%
+1
2314
$1K ﹤0.01%
+74
2315
$1K ﹤0.01%
+111
2316
$1K ﹤0.01%
+7
2317
$1K ﹤0.01%
+48
2318
$1K ﹤0.01%
+24
2319
$1K ﹤0.01%
+19
2320
$1K ﹤0.01%
+51
2321
$1K ﹤0.01%
+7
2322
$1K ﹤0.01%
+153
2323
$1K ﹤0.01%
+56
2324
$1K ﹤0.01%
+14
2325
$1K ﹤0.01%
+666