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
2376
$0 ﹤0.01%
+400
2377
$0 ﹤0.01%
+100
2378
– –
0
2379
$0 ﹤0.01%
+109
2380
$0 ﹤0.01%
+1
2381
$0 ﹤0.01%
+12
2382
$0 ﹤0.01%
+18
2383
$0 ﹤0.01%
+51
2384
$0 ﹤0.01%
+7
2385
$0 ﹤0.01%
+13
2386
$0 ﹤0.01%
+5
2387
$0 ﹤0.01%
+140
2388
$0 ﹤0.01%
+30
2389
– –
0
2390
– –
0
2391
$0 ﹤0.01%
+28
2392
– –
0
2393
– –
0
2394
$0 ﹤0.01%
+11
2395
$0 ﹤0.01%
+4
2396
$0 ﹤0.01%
+22
2397
$0 ﹤0.01%
+87
2398
– –
0
2399
$0 ﹤0.01%
+5
2400
$0 ﹤0.01%
+6
94 95
96
97 98