SFG
Sowa Financial Group Portfolio holdings
AUM
$160M
This Quarter Return
+7.16%
1 Year Return
+17.9%
3 Year Return
+52.51%
5 Year Return
+82.57%
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.7%
Holding
374
New
374
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$9.49M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$7.33M |
| 3 |
iShares Emerging Markets Dividend ETF
DVYE
|
$7.15M |
| 4 |
Apple
AAPL
|
$6.51M |
| 5 |
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% |
