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
$259M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.07M
3
+$483K
4
COM icon
Direxion Auspice Broad Commodity Strategy ETF
COM
+$476K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$381K

Top Sells

1
+$4.27M
2
+$396K
3
+$371K
4
IBM icon
IBM
IBM
+$339K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$336K

Sector Composition

1 Healthcare 8.46%
2 Technology 8.41%
3 Consumer Staples 7.51%
4 Financials 6.82%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.55%
19,277
+257
52
$1.35M 0.52%
15,165
-1,150
53
$1.32M 0.51%
31,699
+415
54
$1.31M 0.5%
6,075
-750
55
$1.28M 0.49%
57,497
-55
56
$1.26M 0.49%
20,831
-65
57
$1.25M 0.48%
31,042
+2,924
58
$1.22M 0.47%
12,777
+370
59
$1.21M 0.47%
12,636
-76
60
$1.19M 0.46%
13,585
-80
61
$1.18M 0.46%
11,115
+655
62
$1.18M 0.46%
5,332
63
$1.18M 0.46%
25,798
64
$1.16M 0.45%
39,281
65
$1.15M 0.44%
16,105
+365
66
$1.11M 0.43%
13,886
-100
67
$1.11M 0.43%
18,990
68
$1.11M 0.43%
52,814
-17,684
69
$1.09M 0.42%
6,280
-175
70
$1.07M 0.41%
+21,235
71
$1.06M 0.41%
4,400
72
$1.03M 0.4%
42,912
73
$1.03M 0.4%
6,000
74
$1.03M 0.4%
22,861
+2,500
75
$1.02M 0.4%
12,335
+2,335
1 2
3
4 5