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
$168M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$231K
3
+$140K
4
AAPL icon
Apple
AAPL
+$107K
5
MRK icon
Merck
MRK
+$76.9K

Top Sells

1
+$393K
2
+$338K
3
+$331K
4
COF icon
Capital One
COF
+$315K
5
DOW icon
Dow Inc
DOW
+$301K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.21%
3 Consumer Staples 7.92%
4 Industrials 7.42%
5 Financials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$538K 0.32%
4,427
77
$527K 0.31%
9,450
-200
78
$502K 0.3%
6,935
-25
79
$498K 0.3%
3,640
-50
80
$478K 0.29%
6,622
-35
81
$473K 0.28%
+14,845
82
$472K 0.28%
13,350
83
$466K 0.28%
2,819
84
$466K 0.28%
3,929
-375
85
$462K 0.28%
5,364
86
$447K 0.27%
3,852
-35
87
$434K 0.26%
8,222
-128
88
$427K 0.25%
26,054
89
$420K 0.25%
3,668
90
$404K 0.24%
10,650
+600
91
$392K 0.23%
2,772
92
$365K 0.22%
7,978
-350
93
$360K 0.21%
4,903
+1,048
94
$356K 0.21%
10,442
-1,145
95
$347K 0.21%
4,200
96
$335K 0.2%
11,676
-342
97
$327K 0.2%
4,738
+12
98
$324K 0.19%
3,590
99
$315K 0.19%
3,826
100
$309K 0.18%
8,880
-10
2 3
4
5 6