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
$168M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$231K
3
+$140K
4
AAPL icon
Apple
AAPL
+$107K
5
MRK icon
Merck
MRK
+$76.9K

Top Sells

1
+$393K
2
+$338K
3
+$331K
4
COF icon
Capital One
COF
+$315K
5
DOW icon
Dow Inc
DOW
+$301K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.21%
3 Consumer Staples 7.92%
4 Industrials 7.42%
5 Financials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.08%
18,665
27
$1.8M 1.08%
47,477
+181
28
$1.73M 1.03%
9,284
-42
29
$1.66M 0.99%
30,982
-100
30
$1.63M 0.97%
13,586
-25
31
$1.55M 0.93%
70,617
32
$1.54M 0.92%
16,610
33
$1.52M 0.91%
52,678
-962
34
$1.35M 0.81%
22,805
35
$1.33M 0.79%
33,789
-80
36
$1.31M 0.78%
30,305
37
$1.25M 0.75%
17,540
+510
38
$1.24M 0.74%
19,680
39
$1.09M 0.65%
26,476
-300
40
$1.08M 0.65%
34,956
-44
41
$1.04M 0.62%
44,556
+2,892
42
$1.03M 0.62%
36,907
43
$1.02M 0.61%
12,703
44
$998K 0.6%
9,417
+52
45
$964K 0.58%
20,227
46
$942K 0.56%
7,181
47
$937K 0.56%
6,000
48
$937K 0.56%
15,420
49
$930K 0.56%
14,016
-46
50
$912K 0.54%
10,131
-20
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