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
351
$1K ﹤0.01%
+41
352
$1K ﹤0.01%
+46
353
$1K ﹤0.01%
+62
354
$1K ﹤0.01%
+100
355
$1K ﹤0.01%
+28
356
$1K ﹤0.01%
+20
357
$1K ﹤0.01%
+38
358
$1K ﹤0.01%
+410
359
$0 ﹤0.01%
+3
360
$0 ﹤0.01%
+14
361
$0 ﹤0.01%
+11
362
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363
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364
0
365
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368
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370
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371
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372
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+3
373
$0 ﹤0.01%
+125
374
$0 ﹤0.01%
+23