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
2351
$1K ﹤0.01%
+40
2352
$1K ﹤0.01%
+20
2353
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+30
2354
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+83
2355
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+96
2356
$1K ﹤0.01%
+63
2357
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+78
2358
$1K ﹤0.01%
+1,200
2359
$1K ﹤0.01%
+35
2360
$1K ﹤0.01%
+649
2361
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+52
2362
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+323
2363
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+300
2364
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+50
2365
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+72
2366
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+16
2367
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+29
2368
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+55
2369
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+9
2370
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+17
2371
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+69
2372
$1K ﹤0.01%
+300
2373
$1K ﹤0.01%
+21
2374
$1K ﹤0.01%
+12
2375
$0 ﹤0.01%
+25