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
2426
– –
0
2427
$0 ﹤0.01%
+20
2428
$0 ﹤0.01%
+27
2429
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0
2430
$0 ﹤0.01%
+12
2431
$0 ﹤0.01%
+23
2432
$0 ﹤0.01%
+108
2433
$0 ﹤0.01%
+1
2434
$0 ﹤0.01%
+16
2435
– –
0
2436
$0 ﹤0.01%
+213
2437
$0 ﹤0.01%
+2
2438
$0 ﹤0.01%
+50
2439
$0 ﹤0.01%
+4
2440
– –
0
2441
$0 ﹤0.01%
+85
2442
$0 ﹤0.01%
+7
2443
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0
2444
$0 ﹤0.01%
+412
2445
$0 ﹤0.01%
+25
2446
$0 ﹤0.01%
+400
2447
$0 ﹤0.01%
+36
2448
$0 ﹤0.01%
+36
2449
– –
0
2450
$0 ﹤0.01%
+100
96 97
98
99 100