SFG

Sowa Financial Group Portfolio holdings

AUM $178M
1-Year Est. Return 22.13%
This Quarter Est. Return
1 Year Est. Return
+22.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$7.33M
3
+$7.15M
4
AAPL icon
Apple
AAPL
+$6.51M
5
IYH icon
iShares US Healthcare ETF
IYH
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.05%
2 Real Estate 4.88%
3 Financials 4.17%
4 Consumer Discretionary 1.89%
5 Utilities 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
+69
227
$9K 0.01%
+79
228
$9K 0.01%
+51
229
$9K 0.01%
+104
230
$8K 0.01%
+80
231
$8K 0.01%
+170
232
$8K 0.01%
+142
233
$8K 0.01%
+165
234
$8K 0.01%
+67
235
$8K 0.01%
+135
236
$7K 0.01%
+90
237
$7K 0.01%
+150
238
$7K 0.01%
+95
239
$7K 0.01%
+268
240
$7K 0.01%
+240
241
$7K 0.01%
+51
242
$7K 0.01%
+112
243
$7K 0.01%
+98
244
$7K 0.01%
+47
245
$7K 0.01%
+115
246
$7K 0.01%
+35
247
$7K 0.01%
+73
248
$6K ﹤0.01%
+75
249
$6K ﹤0.01%
+12
250
$6K ﹤0.01%
+78
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