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
2351
$1K ﹤0.01%
+62
2352
$1K ﹤0.01%
+40
2353
$1K ﹤0.01%
+30
2354
$1K ﹤0.01%
+250
2355
$1K ﹤0.01%
+302
2356
$1K ﹤0.01%
+12
2357
$1K ﹤0.01%
+50
2358
$1K ﹤0.01%
+57
2359
$1K ﹤0.01%
+64
2360
$1K ﹤0.01%
+111
2361
$1K ﹤0.01%
+42
2362
$1K ﹤0.01%
+18
2363
$1K ﹤0.01%
+90
2364
$1K ﹤0.01%
+7
2365
$1K ﹤0.01%
+30
2366
$1K ﹤0.01%
+7
2367
$1K ﹤0.01%
+10
2368
$1K ﹤0.01%
+84
2369
$1K ﹤0.01%
+4
2370
$1K ﹤0.01%
+50
2371
$1K ﹤0.01%
+40
2372
$1K ﹤0.01%
+5
2373
$1K ﹤0.01%
+9
2374
$1K ﹤0.01%
+63
2375
$0 ﹤0.01%
+110