SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
2351
$1K ﹤0.01%
+25
2352
$1K ﹤0.01%
+31
2353
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+36
2354
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+7
2355
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+7
2356
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+19
2357
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+50
2358
$1K ﹤0.01%
+18
2359
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+29
2360
$1K ﹤0.01%
+67
2361
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+21
2362
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+30
2363
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+8
2364
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+9
2365
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+106
2366
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+21
2367
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+17
2368
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+49
2369
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+10
2370
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+30
2371
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+1
2372
0
2373
$1K ﹤0.01%
+58
2374
$1K ﹤0.01%
+25
2375
$0 ﹤0.01%
+4