Skip to content
Beacon

SOVFSovereign's Capital Flourish Fund

Grow my money#1933 of 2944 for Grow my money

Seeks long-term capital appreciation.

Sovereign's Capital, LLC · Since 2023 (2 years)

Annual Cost

0.75%

#3579 out of 5,332 ETFs

Fund Size

$87M

#2861 out of 5,332 ETFs

Dividend Yield

0.84%

Track Record

2 years

#3311 out of 5,332 ETFs

Performance

1 Year

+3.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Focus
Faith Based

Asset allocation

Stocks
98.4%
Cash
1.6%

Sector breakdown

Technology
30.8%
Financial Services
16.9%
Industrials
13.6%
Healthcare
9.2%
Consumer Defensive
9.0%
Consumer Cyclical
8.9%
Utilities
5.4%
Real Estate
3.9%
Other
2.5%

Top holdings

Grand Canyon Education IncLOPE3.9%
Vistra CorpVST3.8%
Molina Healthcare IncMOH3.6%
Paycom Software IncPAYC3.6%
Fiserv IncFISV3.6%
Alkami Technology IncALKT3.5%
Insperity IncNSP3.1%
Euronet Worldwide IncEEFT3.0%
SPS Commerce IncSPSC2.7%
American Financial Group IncAFG2.5%

Risk profile

Volatility (1Y)

15.3%

Moderate

Max drawdown

-21.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Data updated on 2026-05-05