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
51
$735K 0.62%
15,947
-100
52
$732K 0.62%
6,825
53
$730K 0.62%
14,100
54
$712K 0.6%
4,450
55
$672K 0.57%
9,415
-399
56
$667K 0.57%
5,090
-150
57
$612K 0.52%
2
58
$598K 0.51%
10,274
59
$583K 0.49%
16,166
60
$557K 0.47%
7,700
61
$552K 0.47%
8,800
62
$535K 0.45%
3,908
63
$534K 0.45%
3,350
-197
64
$519K 0.44%
14,113
+131
65
$510K 0.43%
2,873
66
$498K 0.42%
11,464
67
$479K 0.41%
6,380
68
$455K 0.39%
10,363
69
$443K 0.38%
3,483
70
$439K 0.37%
3,850
71
$424K 0.36%
13,650
72
$421K 0.36%
4,557
73
$413K 0.35%
5,400
74
$392K 0.33%
7,500
75
$391K 0.33%
4,291
1 2
3
4 5