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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
2401
$0 ﹤0.01%
+87
2402
0
2403
$0 ﹤0.01%
+5
2404
$0 ﹤0.01%
+6
2405
$0 ﹤0.01%
+22
2406
0
2407
$0 ﹤0.01%
+40
2408
$0 ﹤0.01%
+24
2409
$0 ﹤0.01%
+103
2410
$0 ﹤0.01%
+19
2411
0
2412
$0 ﹤0.01%
+51
2413
$0 ﹤0.01%
+18
2414
$0 ﹤0.01%
+6
2415
0
2416
$0 ﹤0.01%
+27
2417
$0 ﹤0.01%
+10
2418
$0 ﹤0.01%
+10
2419
$0 ﹤0.01%
+22
2420
$0 ﹤0.01%
+31
2421
$0 ﹤0.01%
+7
2422
$0 ﹤0.01%
+23
2423
$0 ﹤0.01%
+10
2424
$0 ﹤0.01%
+15
2425
$0 ﹤0.01%
+500