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
+$32.8M
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
2426
– –
0
2427
$0 ﹤0.01%
+24
2428
$0 ﹤0.01%
+103
2429
$0 ﹤0.01%
+19
2430
– –
0
2431
$0 ﹤0.01%
+51
2432
$0 ﹤0.01%
+18
2433
$0 ﹤0.01%
+6
2434
– –
0
2435
$0 ﹤0.01%
+10
2436
$0 ﹤0.01%
+22
2437
$0 ﹤0.01%
+31
2438
$0 ﹤0.01%
+7
2439
$0 ﹤0.01%
+23
2440
$0 ﹤0.01%
+10
2441
$0 ﹤0.01%
+15
2442
$0 ﹤0.01%
+500
2443
$0 ﹤0.01%
+54
2444
$0 ﹤0.01%
+17
2445
$0 ﹤0.01%
+7
2446
– –
0
2447
$0 ﹤0.01%
+20
2448
– –
0
2449
$0 ﹤0.01%
+2
2450
$0 ﹤0.01%
+14
96 97
98
99 100