SFG
Summit Financial Group Portfolio holdings
AUM
$281M
This Quarter Return
+6.25%
1 Year Return
+21.6%
3 Year Return
+26.06%
5 Year Return
+71.42%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+6.1%)
Cap. Flow
+$647K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
34.78%
Holding
158
New
4
Increased
14
Reduced
68
Closed
3
Top Buys
| 1 |
SMMF
Summit Financial Group, Inc.
SMMF
|
$3.81M |
| 2 |
UnitedHealth
UNH
|
$258K |
| 3 |
Elevance Health
ELV
|
$236K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$232K |
| 5 |
Mastercard
MA
|
$216K |
Top Sells
| 1 |
Norfolk Southern
NSC
|
$782K |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$502K |
| 3 |
Consolidated Edison
ED
|
$378K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$343K |
| 5 |
Enterprise Products Partners
EPD
|
$292K |
Sector Composition
| 1 | Technology | 9.27% |
| 2 | Industrials | 8.68% |
| 3 | Healthcare | 7.51% |
| 4 | Consumer Staples | 7.44% |
| 5 | Financials | 6.82% |
