SFG

Summit Financial Group Portfolio holdings

AUM $281M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$233K
2 +$202K
3 +$7.98K
4
BP icon
BP
BP
+$4.82K
5
T icon
AT&T
T
+$2.16K

Top Sells

1 +$1.92M
2 +$596K
3 +$298K
4
SYY icon
Sysco
SYY
+$283K
5
WY icon
Weyerhaeuser
WY
+$283K

Sector Composition

1 Industrials 14.35%
2 Healthcare 14.34%
3 Financials 13.66%
4 Technology 13.21%
5 Consumer Staples 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.28M 1.08%
35,082
27
$1.26M 1.07%
11,605
-366
28
$1.19M 1.01%
19,833
29
$1.17M 0.99%
5,714
30
$1.14M 0.96%
10,447
31
$1.12M 0.95%
7,281
32
$1.11M 0.94%
21,342
33
$1.08M 0.92%
11,705
34
$1.06M 0.9%
14,230
-1,000
35
$1.06M 0.9%
9,115
36
$1.04M 0.88%
10,795
37
$1.02M 0.87%
7,771
38
$1M 0.85%
19,680
39
$993K 0.84%
10,169
-37
40
$992K 0.84%
5,260
41
$985K 0.84%
7,450
-636
42
$982K 0.83%
13,035
43
$975K 0.83%
18,660
44
$906K 0.77%
15,214
45
$865K 0.73%
10,019
-25
46
$860K 0.73%
5,470
47
$850K 0.72%
7,099
-500
48
$772K 0.66%
6,000
49
$740K 0.63%
11,250
50
$735K 0.62%
2,278