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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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%
+36
2378
$0 ﹤0.01%
+36
2379
– –
0
2380
$0 ﹤0.01%
+100
2381
– –
0
2382
$0 ﹤0.01%
+1
2383
$0 ﹤0.01%
+109
2384
$0 ﹤0.01%
+1
2385
$0 ﹤0.01%
+12
2386
$0 ﹤0.01%
+18
2387
$0 ﹤0.01%
+51
2388
$0 ﹤0.01%
+7
2389
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2390
$0 ﹤0.01%
+5
2391
$0 ﹤0.01%
+140
2392
$0 ﹤0.01%
+30
2393
– –
0
2394
– –
0
2395
$0 ﹤0.01%
+28
2396
– –
0
2397
– –
0
2398
$0 ﹤0.01%
+11
2399
$0 ﹤0.01%
+4
2400
$0 ﹤0.01%
+22
94 95
96
97 98