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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$7.33M
3
+$7.15M
4
AAPL icon
Apple
AAPL
+$6.51M
5
IYH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26K 0.02%
+410
152
$26K 0.02%
+445
153
$25K 0.02%
+253
154
$25K 0.02%
+396
155
$25K 0.02%
+400
156
$25K 0.02%
+405
157
$24K 0.02%
+190
158
$24K 0.02%
+300
159
$24K 0.02%
+271
160
$23K 0.02%
+48
161
$23K 0.02%
+359
162
$23K 0.02%
+150
163
$23K 0.02%
+487
164
$22K 0.02%
+93
165
$22K 0.02%
+258
166
$22K 0.02%
+192
167
$21K 0.02%
+98
168
$20K 0.02%
+237
169
$20K 0.02%
+190
170
$20K 0.02%
+2,127
171
$20K 0.02%
+110
172
$20K 0.02%
+501
173
$20K 0.02%
+179
174
$20K 0.02%
+143
175
$20K 0.02%
+1,000
5 6
7
8 9