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
301
$3K ﹤0.01%
+67
302
$3K ﹤0.01%
+25
303
$3K ﹤0.01%
+63
304
$3K ﹤0.01%
+85
305
$3K ﹤0.01%
+148
306
$3K ﹤0.01%
+17
307
$3K ﹤0.01%
+18
308
$3K ﹤0.01%
+36
309
$3K ﹤0.01%
+44
310
$3K ﹤0.01%
+65
311
$3K ﹤0.01%
+50
312
$3K ﹤0.01%
+74
313
$3K ﹤0.01%
+57
314
$3K ﹤0.01%
+51
315
$3K ﹤0.01%
+35
316
$3K ﹤0.01%
+37
317
$3K ﹤0.01%
+28
318
$3K ﹤0.01%
+32
319
$2K ﹤0.01%
+38
320
$2K ﹤0.01%
+117
321
$2K ﹤0.01%
+60
322
$2K ﹤0.01%
+34
323
$2K ﹤0.01%
+42
324
$2K ﹤0.01%
+27
325
$2K ﹤0.01%
+43
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