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
51
$908K 0.54%
8,425
52
$890K 0.53%
5,999
53
$888K 0.53%
4,450
54
$886K 0.53%
6,620
-65
55
$865K 0.52%
6,525
56
$817K 0.49%
13,120
57
$794K 0.47%
5,270
58
$768K 0.46%
9,455
59
$748K 0.45%
8,635
+1,620
60
$729K 0.44%
9,565
-40
61
$694K 0.41%
5,242
-26
62
$691K 0.41%
8,560
63
$690K 0.41%
11,464
64
$666K 0.4%
5,385
+250
65
$640K 0.38%
8,108
+220
66
$636K 0.38%
28,137
+1,290
67
$620K 0.37%
7,658
-109
68
$597K 0.36%
3,264
69
$594K 0.35%
53,080
70
$576K 0.34%
10,639
71
$567K 0.34%
16,575
72
$563K 0.34%
8,800
73
$558K 0.33%
3,463
74
$544K 0.32%
5,445
75
$544K 0.32%
5,580
1 2
3
4 5