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 +$32.9M
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%
+7
2352
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+10
2353
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+84
2354
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+4
2355
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+23
2356
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2357
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+5
2358
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2359
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+63
2360
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+60
2361
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+15
2362
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2363
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+6
2364
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+11
2365
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+50
2366
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+902
2367
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+110
2368
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+52
2369
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+71
2370
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+51
2371
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+67
2372
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+12
2373
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+42
2374
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+7
2375
$0 ﹤0.01%
+65