We are live on ! Find out more
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
$142M
AUM Growth
-$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$563K
3
+$355K
4
AAPL icon
Apple
AAPL
+$351K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$268K

Top Sells

1
+$1.07M
2
+$695K
3
+$465K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$272K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$200K

Sector Composition

1 Technology 14.24%
2 Financials 3.87%
3 Real Estate 3.13%
4 Communication Services 1.03%
5 Utilities 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,095
127
– –
-1,911
128
– –
-290
129
– –
-917
130
– –
-280
131
– –
-500
132
– –
-300
133
– –
-2,126
134
– –
-170
135
– –
-396
136
– –
-120
137
– –
-1,478
138
– –
-165
139
– –
-750
140
– –
-1,410
141
– –
-179
142
– –
-604
143
– –
-380
144
– –
-259
145
– –
-500
146
– –
-93
147
– –
-104
148
– –
-309
149
– –
-450
150
– –
-421
4 5
6
7 8