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
+$32.9M
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%
+18
2402
$0 ﹤0.01%
+2
2403
$0 ﹤0.01%
+32
2404
$0 ﹤0.01%
+8
2405
$0 ﹤0.01%
+108
2406
$0 ﹤0.01%
+2
2407
$0 ﹤0.01%
+50
2408
$0 ﹤0.01%
+1
2409
$0 ﹤0.01%
+5
2410
$0 ﹤0.01%
+40
2411
$0 ﹤0.01%
+27
2412
$0 ﹤0.01%
+10
2413
$0 ﹤0.01%
+10
2414
$0 ﹤0.01%
+22
2415
$0 ﹤0.01%
+35
2416
$0 ﹤0.01%
+2
2417
– –
0
2418
– –
0
2419
– –
0
2420
$0 ﹤0.01%
+14
2421
$0 ﹤0.01%
+25
2422
$0 ﹤0.01%
+7
2423
– –
0
2424
$0 ﹤0.01%
+25
2425
$0 ﹤0.01%
+400
95 96
97
98 99