SFC
Summit Financial Consulting Portfolio holdings
AUM
$111M
This Quarter Return
-1.96%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.26%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.57% |
| 2 | Financials | 0.78% |
| 3 | Consumer Staples | 0.36% |
| 4 | Utilities | 0.31% |
| 5 | Energy | 0.31% |
