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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$35.2M

Sector Composition

1 Technology 20.28%
2 Financials 3.47%
3 Real Estate 1.27%
4 Utilities 0.62%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$761K 0.62%
12,952
27
$430K 0.35%
10,652
28
$406K 0.33%
10,776
29
$219K 0.18%
13,062
30
$207K 0.17%
25,000