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
2326
$1K ﹤0.01%
+50
2327
$1K ﹤0.01%
+18
2328
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+29
2329
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+67
2330
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+21
2331
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+30
2332
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+8
2333
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+9
2334
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+106
2335
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+21
2336
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+17
2337
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+49
2338
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+54
2339
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+243
2340
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+82
2341
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+80
2342
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+215
2343
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+151
2344
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+13
2345
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+44
2346
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+24
2347
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+33
2348
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+21
2349
$1K ﹤0.01%
+214
2350
$1K ﹤0.01%
+112