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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
$114M
AUM Growth
-$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.6M
3
+$3.58M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.45M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.12M

Top Sells

1
+$2.2M
2
+$1.37M
3
+$297K
4
HDV
iShares Core High Dividend ETF
HDV
+$295K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$273K

Sector Composition

1 Technology 8.53%
2 Real Estate 3.98%
3 Financials 3.78%
4 Consumer Discretionary 1.72%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
148
327
$2K ﹤0.01%
42
328
$2K ﹤0.01%
73
329
$2K ﹤0.01%
60
330
$2K ﹤0.01%
38
331
$2K ﹤0.01%
146
-310
332
$2K ﹤0.01%
85
333
$2K ﹤0.01%
50
334
$1K ﹤0.01%
6
335
$1K ﹤0.01%
24
336
$1K ﹤0.01%
100
337
$1K ﹤0.01%
41
338
$1K ﹤0.01%
100
339
$1K ﹤0.01%
28
340
$1K ﹤0.01%
53
341
$1K ﹤0.01%
16
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$1K ﹤0.01%
35
-43
343
$1K ﹤0.01%
62
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$1K ﹤0.01%
100
345
$1K ﹤0.01%
20
346
$1K ﹤0.01%
27
347
$1K ﹤0.01%
38
348
$1K ﹤0.01%
75
349
$1K ﹤0.01%
46
350
$1K ﹤0.01%
37
12 13
14
15 16