SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
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 +$32.9M
2 +$32.5M
3 +$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

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%
+4
2402
$0 ﹤0.01%
+7
2403
$0 ﹤0.01%
+5
2404
$0 ﹤0.01%
+12
2405
$0 ﹤0.01%
+18
2406
$0 ﹤0.01%
+51
2407
$0 ﹤0.01%
+7
2408
$0 ﹤0.01%
+13
2409
$0 ﹤0.01%
+5
2410
$0 ﹤0.01%
+140
2411
$0 ﹤0.01%
+30
2412
0
2413
0
2414
$0 ﹤0.01%
+28
2415
0
2416
0
2417
$0 ﹤0.01%
+11
2418
$0 ﹤0.01%
+4
2419
0
2420
$0 ﹤0.01%
+22
2421
$0 ﹤0.01%
+35
2422
$0 ﹤0.01%
+2
2423
0
2424
$0 ﹤0.01%
+101
2425
$0 ﹤0.01%
+18