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
$140M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$471K
3 +$410K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$336K
5
ZM icon
Zoom
ZM
+$202K

Sector Composition

1 Technology 13.61%
2 Financials 3.92%
3 Real Estate 2.55%
4 Utilities 1.31%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-33
352
-84
353
-400
354
-133
355
-83
356
-73
357
-32
358
-410