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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
$132M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$298K
3
+$222K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$203K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$181K

Top Sells

1
+$635K
2
+$352K
3
+$106K
4
HDV
iShares Core High Dividend ETF
HDV
+$79.6K
5
RTX icon
RTX Corp
RTX
+$78K

Sector Composition

1 Technology 11.28%
2 Financials 3.97%
3 Real Estate 3.27%
4 Consumer Discretionary 1.52%
5 Utilities 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K 0.01%
172
252
$7K 0.01%
73
253
$7K 0.01%
80
254
$7K 0.01%
170
255
$6K ﹤0.01%
73
256
$6K ﹤0.01%
105
257
$6K ﹤0.01%
200
258
$6K ﹤0.01%
98
259
$6K ﹤0.01%
47
260
$6K ﹤0.01%
102
261
$6K ﹤0.01%
90
262
$6K ﹤0.01%
45
263
$6K ﹤0.01%
500
264
$6K ﹤0.01%
220
265
$6K ﹤0.01%
51
266
$5K ﹤0.01%
37
267
$5K ﹤0.01%
225
268
$5K ﹤0.01%
165
269
$5K ﹤0.01%
144
270
$5K ﹤0.01%
28
271
$5K ﹤0.01%
94
272
$5K ﹤0.01%
268
273
$5K ﹤0.01%
120
274
$5K ﹤0.01%
41
275
$5K ﹤0.01%
202
9 10
11
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