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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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$7.27M
3
+$6.81M
4
IYH icon
iShares US Healthcare ETF
IYH
+$6.03M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.85M

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
301
$3K ﹤0.01%
+51
302
$3K ﹤0.01%
+57
303
$3K ﹤0.01%
+74
304
$3K ﹤0.01%
+50
305
$3K ﹤0.01%
+65
306
$3K ﹤0.01%
+44
307
$3K ﹤0.01%
+36
308
$3K ﹤0.01%
+18
309
$3K ﹤0.01%
+17
310
$3K ﹤0.01%
+37
311
$3K ﹤0.01%
+35
312
$3K ﹤0.01%
+148
313
$3K ﹤0.01%
+63
314
$3K ﹤0.01%
+25
315
$3K ﹤0.01%
+17
316
$3K ﹤0.01%
+67
317
$3K ﹤0.01%
+53
318
$3K ﹤0.01%
+85
319
$2K ﹤0.01%
+29
320
$2K ﹤0.01%
+37
321
$2K ﹤0.01%
+14
322
$2K ﹤0.01%
+43
323
$2K ﹤0.01%
+27
324
$2K ﹤0.01%
+42
325
$2K ﹤0.01%
+117
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