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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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%
+144
2327
$1K ﹤0.01%
+14
2328
$1K ﹤0.01%
+100
2329
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+181
2330
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+83
2331
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+52
2332
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+43
2333
$1K ﹤0.01%
+38
2334
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+20
2335
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+22
2336
$1K ﹤0.01%
+435
2337
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+54
2338
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+243
2339
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+82
2340
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+80
2341
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+215
2342
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+151
2343
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+13
2344
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+31
2345
$1K ﹤0.01%
+395
2346
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+44
2347
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+24
2348
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+33
2349
$1K ﹤0.01%
+21
2350
$1K ﹤0.01%
+214