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
$276M
AUM Growth
+$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$902K
3
+$823K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K
5
CZR icon
Caesars Entertainment
CZR
+$632K

Top Sells

1
+$640K
2
+$555K
3
+$274K
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$258K
5
UPS icon
United Parcel Service
UPS
+$228K

Sector Composition

1 Technology 9.61%
2 Healthcare 7.12%
3 Industrials 6.86%
4 Consumer Staples 6.76%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.55%
30,923
+65
52
$1.49M 0.54%
26,328
53
$1.49M 0.54%
34,618
54
$1.47M 0.53%
5,370
55
$1.47M 0.53%
72,020
+993
56
$1.46M 0.53%
8,860
+2,000
57
$1.45M 0.53%
6,155
+370
58
$1.37M 0.5%
43,343
+1,247
59
$1.37M 0.5%
8,485
60
$1.35M 0.49%
21,460
-80
61
$1.31M 0.47%
6,164
-130
62
$1.3M 0.47%
9,773
-104
63
$1.21M 0.44%
11,936
64
$1.21M 0.44%
44,057
+4,895
65
$1.16M 0.42%
6,825
66
$1.15M 0.41%
9,978
+1,418
67
$1.14M 0.41%
4,450
68
$1.12M 0.4%
10,360
-740
69
$1.11M 0.4%
17,315
70
$1.08M 0.39%
14,825
+90
71
$1.06M 0.39%
47,269
72
$1.06M 0.38%
13,986
-230
73
$1.03M 0.37%
12,712
74
$1.01M 0.36%
5,142
75
$1.01M 0.36%
18,172
+645
1 2
3
4 5