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
2451
$0 ﹤0.01%
+5
2452
– –
0
2453
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+1
2454
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+14
2455
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+128
2456
$0 ﹤0.01%
+97
2457
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2458
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+44
2459
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+21
2460
$0 ﹤0.01%
+4
2461
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+12
2462
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2463
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2464
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2465
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+101
2466
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2467
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2468
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2469
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2470
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+12
2471
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+1
2472
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+12
2473
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+10
2474
$0 ﹤0.01%
+20
2475
– –
0
97 98
99
100 101