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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
$131M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$812K
3
+$390K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$198K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$190K

Top Sells

1
+$2.87M
2
+$2.77M
3
+$1.41M
4
HD icon
Home Depot
HD
+$805K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$636K

Sector Composition

1 Technology 15.26%
2 Financials 2.96%
3 Real Estate 2.5%
4 Utilities 0.94%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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53
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54
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55
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56
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57
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58
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64
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65
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66
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67
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