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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
2451
– –
0
2452
$0 ﹤0.01%
+101
2453
$0 ﹤0.01%
+18
2454
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2455
$0 ﹤0.01%
+20
2456
$0 ﹤0.01%
+27
2457
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0
2458
$0 ﹤0.01%
+12
2459
$0 ﹤0.01%
+1
2460
$0 ﹤0.01%
+12
2461
$0 ﹤0.01%
+10
2462
$0 ﹤0.01%
+20
2463
– –
0
2464
$0 ﹤0.01%
+4
2465
$0 ﹤0.01%
+39
2466
$0 ﹤0.01%
+50
2467
$0 ﹤0.01%
+10
2468
– –
0
2469
$0 ﹤0.01%
+1
2470
$0 ﹤0.01%
+27
2471
$0 ﹤0.01%
+23
2472
$0 ﹤0.01%
+4
2473
$0 ﹤0.01%
+15
2474
$0 ﹤0.01%
+5
2475
$0 ﹤0.01%
+18
97 98
99
100 101