SFG
Sowa Financial Group Portfolio holdings
AUM
$160M
This Quarter Return
+2.46%
1 Year Return
+17.9%
3 Year Return
+52.51%
5 Year Return
+82.57%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-4.4%)
Cap. Flow
-$8.14M
Cap. Flow
% of AUM
-5.74%
Top 10 Holdings %
Top 10 Hldgs %
60.72%
Holding
242
New
3
Increased
22
Reduced
30
Closed
171
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$810K |
| 2 |
iShares US Financials ETF
IYF
|
$593K |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$359K |
| 4 |
Apple
AAPL
|
$334K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$278K |
Top Sells
Sector Composition
| 1 | Technology | 14.24% |
| 2 | Financials | 3.87% |
| 3 | Real Estate | 3.13% |
| 4 | Communication Services | 1.03% |
| 5 | Utilities | 0.87% |
