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
$202M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$329K
3
+$324K
4
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$322K
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$296K

Top Sells

1
+$511K
2
+$312K
3
+$299K
4
OTIS icon
Otis Worldwide
OTIS
+$281K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$277K

Sector Composition

1 Technology 11.01%
2 Consumer Staples 8.12%
3 Healthcare 8.05%
4 Industrials 7.34%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.55%
9,474
52
$1.09M 0.54%
6,619
53
$1.05M 0.52%
12,843
+140
54
$1.05M 0.52%
13,566
55
$1.04M 0.52%
21,696
+6,685
56
$1.04M 0.52%
29,988
+7,318
57
$1.04M 0.52%
5,525
58
$1.01M 0.5%
19,240
+6,290
59
$986K 0.49%
35,267
+1,050
60
$981K 0.49%
5,014
-795
61
$978K 0.49%
17,800
+2,100
62
$975K 0.48%
10,131
63
$941K 0.47%
5,980
64
$935K 0.46%
6,525
65
$871K 0.43%
8,008
-100
66
$856K 0.42%
8,560
67
$838K 0.42%
9,565
68
$826K 0.41%
45,749
+1,193
69
$823K 0.41%
4,964
-200
70
$782K 0.39%
11,264
-200
71
$760K 0.38%
9,455
72
$726K 0.36%
5,242
73
$695K 0.34%
3,264
74
$670K 0.33%
12,315
+5,434
75
$665K 0.33%
26,662
-535
1 2
3
4 5