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
276
$5K ﹤0.01%
+400
277
$5K ﹤0.01%
+63
278
$5K ﹤0.01%
+133
279
$5K ﹤0.01%
+83
280
$4K ﹤0.01%
+89
281
$4K ﹤0.01%
+144
282
$4K ﹤0.01%
+28
283
$4K ﹤0.01%
+51
284
$4K ﹤0.01%
+67
285
$4K ﹤0.01%
+37
286
$4K ﹤0.01%
+29
287
$4K ﹤0.01%
+20
288
$4K ﹤0.01%
+25
289
$4K ﹤0.01%
+159
290
$4K ﹤0.01%
+120
291
$4K ﹤0.01%
+41
292
$4K ﹤0.01%
+130
293
$4K ﹤0.01%
+35
294
$4K ﹤0.01%
+110
295
$4K ﹤0.01%
+73
296
$4K ﹤0.01%
+167
297
$4K ﹤0.01%
+32
298
$3K ﹤0.01%
+17
299
$3K ﹤0.01%
+85
300
$3K ﹤0.01%
+53
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