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
$307M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.15M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$990K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$685K

Top Sells

1
+$1.45M
2
+$639K
3
+$408K
4
MSFT icon
Microsoft
MSFT
+$354K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$334K

Sector Composition

1 Technology 10.17%
2 Healthcare 7.35%
3 Financials 6.94%
4 Consumer Staples 6.9%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.54%
31,906
+222
52
$1.65M 0.54%
23,496
-55
53
$1.64M 0.53%
31,008
+85
54
$1.64M 0.53%
14,208
55
$1.64M 0.53%
13,810
-60
56
$1.63M 0.53%
9,760
+900
57
$1.62M 0.53%
11,984
+1,624
58
$1.55M 0.5%
9,228
+4,078
59
$1.5M 0.49%
16,064
+4,800
60
$1.47M 0.48%
12,067
+4,600
61
$1.44M 0.47%
12,226
+290
62
$1.41M 0.46%
21,460
63
$1.36M 0.44%
9,978
64
$1.36M 0.44%
73,411
+1,391
65
$1.35M 0.44%
4,450
66
$1.34M 0.44%
6,450
+286
67
$1.32M 0.43%
6,825
68
$1.29M 0.42%
8,479
-6
69
$1.25M 0.41%
9,343
-430
70
$1.22M 0.4%
15,400
+575
71
$1.21M 0.39%
44,422
+365
72
$1.19M 0.39%
13,986
73
$1.14M 0.37%
4,391
74
$1.13M 0.37%
12,712
75
$1.13M 0.37%
12,700
1 2
3
4 5