SOVF

Sovereign's$29.03+0.25 (+0.86%)
AUM $112.2MER 0.75%NAV $28.86Holdings

Price Chart

Key Statistics

Previous Close

$28.78

Day Range

$28.85$29.03

52-Week Range

$26.52$31.24

Avg Volume

11.3K

Dividend Yield

0.81%

Expense Ratio

0.75%

AUM

$112.2M

Shares Outstanding

3.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology30.79%
Financial Services16.87%
Industrials13.55%
Healthcare9.15%
Consumer Defensive8.96%
Consumer Cyclical8.93%
Utilities5.38%
Real Estate3.87%
Energy2.28%
Communication Services0.21%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States97.95%
Other1.45%
Canada0.52%
United Kingdom0.08%

Fund Information

Category
Technology
Inception Date
Oct 3, 2023
Exchange
NYSE_ARCA
Description
The fund invests primarily in common stock of publicly traded U.S. companies that are selected by the fund's investment adviser. The Adviser employs an active management strategy in seeking to achieve the fund’s objective.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Sovereign's Capital Flourish Fund (SOVF) is an exchange-traded fund issued by Sovereign's that launched on Oct 3, 2023. It currently manages $112.2M in assets under management. The fund charges an expense ratio of 0.75%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.86%
1W
+0.30%
1M
+9.14%
3M
-3.94%
6M
-0.80%
YTD
-0.41%
1Y
+2.13%
3Y
+18.63%
5Y
+18.63%

Moving Averages

20-Day MA

$27.77

Above 20-Day MA
50-Day MA

$27.79

Above 50-Day MA
200-Day MA

$29.27

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.24

Current Price

$29.03

52-Week Low

$26.52

$26.52$31.24

Current Yield

0.81%

Annual Dividend

$0.3678

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.2256Dec 31, 2025
Dec 27, 2024$0.0925Dec 30, 2024
Dec 21, 2023$0.0497Dec 26, 2023

Dividend Payments Over Time

Category Comparison

MetricSOVFTechnology(1414 ETFs)Technology(811 ETFs)
Fund Info
Expense Ratio0.75%0.67%0.89%
AUM$112.2M$6.79B$2.29B
Dividend Yield0.81%2.97%10.82%
Avg Volume11.3K575.4K1.1M
Holdings200113
Performance
1-Month Return+6.76%+9.17%+9.82%
6-Month Return-4.13%+7.10%+2.83%
YTD Return-1.36%+7.03%+5.29%
1-Year Return+1.96%+40.63%+52.65%

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