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
$252M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$341K
3
+$339K
4
ADBE icon
Adobe
ADBE
+$231K
5
HIG icon
Hartford Financial Services
HIG
+$223K

Top Sells

1
+$2.1M
2
+$1.02M
3
+$787K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$746K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$589K

Sector Composition

1 Healthcare 8.89%
2 Technology 8.11%
3 Consumer Staples 7.85%
4 Industrials 7.25%
5 Financials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.53%
6,282
-86
52
$1.33M 0.53%
14,009
53
$1.32M 0.52%
5,332
54
$1.3M 0.51%
38,261
-832
55
$1.29M 0.51%
57,440
56
$1.24M 0.49%
31,457
-1,135
57
$1.22M 0.48%
9,279
+700
58
$1.21M 0.48%
20,721
-25
59
$1.2M 0.48%
13,535
-50
60
$1.18M 0.47%
18,990
61
$1.16M 0.46%
42,745
-3,949
62
$1.15M 0.46%
29,784
+45
63
$1.13M 0.45%
12,770
-5
64
$1.12M 0.44%
6,000
65
$1.12M 0.44%
21,235
66
$1.11M 0.44%
32,415
+75
67
$1.1M 0.44%
24,528
-350
68
$1.1M 0.43%
13,106
69
$1.09M 0.43%
13,886
70
$1.06M 0.42%
40,015
71
$1.03M 0.41%
39,098
-922
72
$1.03M 0.41%
42,612
73
$1.02M 0.41%
9,978
74
$1.02M 0.4%
11,727
-1,450
75
$1.02M 0.4%
4,261
-10
1 2
3
4 5