Summary
SOVF Chart
SOVF: ETF Led By Biblical Values Keeping Pace With The Benchmark
Sovereign's Capital Flourish Fund ETF invests in companies led by faith-driven CEOs with strong corporate cultures. SOVF's portfolio focuses on U.S. small and mid-cap companies, with significant exposure in industrials, financials, and technology sectors. SOVF has outperformed its benchmark, but its short track record makes assessment premature, and its competitor PRAY is more compelling.
Sovereign's Capital Flourish Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 94,136 | $2.84M | $2.65M | -$187,969.46 | -6.61% |
| CJ Caroline Jankowski Operose Advisors LLC | 2,016 | $60,525.28 | $56,851.2 | -$3,674.08 | -6.07% |
| EW Ed West Values First Advisors Inc. | 9,008 | $262,853.44 | $254,025.6 | -$8,827.84 | -3.36% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 7,610 | $222,060 | $215,743.5 | -$6,316.5 | -2.84% |
 Curtis Burkholder Bare Financial Services, Inc | 145,186 | $4.33M | $4.09M | -$232,859.48 | -5.38% |
Sovereign's Capital Flourish Fund (SOVF) FAQ
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Does it pay dividends? What is the current yield?
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Has Sovereign's Capital Flourish Fund ever had a stock split?
Sovereign's Capital Flourish Fund Profile
| ARCA Exchange | US Country |
Overview
The company in discussion operates as a mutual fund focusing on investments in the common stock of publicly traded U.S. companies. With its active management strategy, the fund aims to achieve its investment objective by selecting a portfolio under the guidance of its investment adviser. This strategy involves a hands-on approach whereby the investment adviser actively makes buy, sell, and hold decisions for the fund based on market analysis, economic forecasts, and company performance.
Products and Services
The fund offers a range of investment products and services designed to meet the needs of its investors, including:
- Common Stock Investments:
This is the primary focus of the fund, where it allocates the majority of its assets. Investing in common stock involves buying shares of publicly traded companies in the U.S. market. The selection of these stocks is based on thorough research and analysis conducted by the fund’s investment adviser, aiming at capital appreciation over time.
- Active Management Strategy:
The active management approach signifies the fund's proactive method in managing its investment portfolio. Unlike passive strategies that track a market index, the fund’s investment adviser actively selects stocks, timing buys and sells based on market conditions with the goal of outperforming relevant market benchmarks. This service includes constant market monitoring, investment analysis, and adjustment of investments to navigate through market volatilities and opportunities.
