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Sovereign's Capital Flourish Fund
SOVF
SOVF
32.09
USD
-0.16
0.5%
At close
Updated
Sep 4, 3:25 PM EDT
Pre-market
After hours
1 day
-0.5%
5 days
0.38%
1 month
1.49%
3 months
12.44%
6 months
12.79%
Year to date
10.09%
1 year
3.75%
5 years
31.14%
10 years
31.14%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
EWA
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $12.9M | +$11.8M | +456,290 | New |
|
| 2 |
CM
2
Cornerstone Management
Duluth,
Georgia
| $3.04M | +$2.77M | +107,241 | New |
|
| 3 |
VA
3
Vident Advisory
Alpharetta,
Georgia
| $2.3M | +$2.09M | +81,050 | New |
|
| 4 |
KP
4
Keel Point
Huntsville,
Alabama
| $346K | +$315K | +12,182 | New |
|
| 5 |
SPIA
5
Steward Partners Investment Advisory
New York
| $2.84K | +$2.58K | +100 | New |
|