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SFG

Sowa Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.6M
3
+$3.58M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.45M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.12M

Top Sells

1
+$2.2M
2
+$1.37M
3
+$297K
4
HDV
iShares Core High Dividend ETF
HDV
+$295K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$273K

Sector Composition

1 Technology 8.53%
2 Real Estate 3.98%
3 Financials 3.78%
4 Consumer Discretionary 1.72%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
171
+1
227
$8K 0.01%
421
228
$8K 0.01%
50
229
$7K 0.01%
75
230
$7K 0.01%
170
231
$7K 0.01%
42
232
$7K 0.01%
594
233
$7K 0.01%
135
234
$6K 0.01%
80
235
$6K 0.01%
225
236
$6K 0.01%
95
237
$6K 0.01%
142
238
$6K 0.01%
45
239
$6K 0.01%
34
240
$6K 0.01%
+200
241
$6K 0.01%
47
242
$6K 0.01%
102
243
$6K 0.01%
35
244
$6K 0.01%
73
245
$6K 0.01%
112
246
$5K ﹤0.01%
188
247
$5K ﹤0.01%
268
248
$5K ﹤0.01%
51
249
$5K ﹤0.01%
+40
250
$5K ﹤0.01%
+50
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10
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