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
176
$20K 0.02%
+163
177
$19K 0.02%
+137
178
$19K 0.02%
+179
179
$18K 0.01%
+704
180
$18K 0.01%
+265
181
$18K 0.01%
+401
182
$18K 0.01%
+1,200
183
$18K 0.01%
+256
184
$17K 0.01%
+188
185
$17K 0.01%
+100
186
$17K 0.01%
+462
187
$17K 0.01%
+178
188
$17K 0.01%
+867
189
$16K 0.01%
+8
190
$16K 0.01%
+202
191
$16K 0.01%
+367
192
$16K 0.01%
+148
193
$16K 0.01%
+192
194
$15K 0.01%
+582
195
$15K 0.01%
+89
196
$15K 0.01%
+289
197
$15K 0.01%
+85
198
$15K 0.01%
+50
199
$15K 0.01%
+250
200
$14K 0.01%
+306
6 7
8
9 10