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
2401
$0 ﹤0.01%
+22
2402
– –
0
2403
$0 ﹤0.01%
+24
2404
$0 ﹤0.01%
+103
2405
$0 ﹤0.01%
+19
2406
– –
0
2407
$0 ﹤0.01%
+51
2408
$0 ﹤0.01%
+18
2409
$0 ﹤0.01%
+6
2410
– –
0
2411
$0 ﹤0.01%
+10
2412
$0 ﹤0.01%
+22
2413
– –
0
2414
$0 ﹤0.01%
+1
2415
$0 ﹤0.01%
+14
2416
$0 ﹤0.01%
+128
2417
$0 ﹤0.01%
+97
2418
$0 ﹤0.01%
+31
2419
$0 ﹤0.01%
+4
2420
$0 ﹤0.01%
+12
2421
– –
0
2422
$0 ﹤0.01%
+22
2423
$0 ﹤0.01%
+35
2424
$0 ﹤0.01%
+2
2425
– –
0
95 96
97
98 99