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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
2426
$0 ﹤0.01%
+54
2427
$0 ﹤0.01%
+17
2428
$0 ﹤0.01%
+7
2429
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2430
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+20
2431
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2432
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+2
2433
$0 ﹤0.01%
+14
2434
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+5
2435
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0
2436
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+1
2437
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+14
2438
$0 ﹤0.01%
+128
2439
$0 ﹤0.01%
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2440
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+31
2441
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2442
$0 ﹤0.01%
+21
2443
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+4
2444
$0 ﹤0.01%
+12
2445
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0
2446
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+22
2447
$0 ﹤0.01%
+35
2448
$0 ﹤0.01%
+2
2449
– –
0
2450
– –
0
96 97
98
99 100