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
2376
– –
0
2377
$0 ﹤0.01%
+85
2378
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0
2379
$0 ﹤0.01%
+412
2380
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+200
2381
$0 ﹤0.01%
+161
2382
$0 ﹤0.01%
+40
2383
$0 ﹤0.01%
+1
2384
$0 ﹤0.01%
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2385
$0 ﹤0.01%
+27
2386
$0 ﹤0.01%
+10
2387
$0 ﹤0.01%
+35
2388
$0 ﹤0.01%
+2
2389
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0
2390
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0
2391
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2392
$0 ﹤0.01%
+14
2393
$0 ﹤0.01%
+7
2394
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2395
$0 ﹤0.01%
+5
2396
$0 ﹤0.01%
+25
2397
$0 ﹤0.01%
+400
2398
$0 ﹤0.01%
+36
2399
$0 ﹤0.01%
+36
2400
– –
0
94 95
96
97 98