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
$202M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$329K
3
+$324K
4
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$322K
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$296K

Top Sells

1
+$511K
2
+$312K
3
+$299K
4
OTIS icon
Otis Worldwide
OTIS
+$281K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$277K

Sector Composition

1 Technology 11.01%
2 Consumer Staples 8.12%
3 Healthcare 8.05%
4 Industrials 7.34%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$663K 0.33%
5,633
+200
77
$638K 0.32%
7,196
-66
78
$636K 0.32%
2,897
79
$625K 0.31%
11,518
+970
80
$620K 0.31%
4,141
+252
81
$599K 0.3%
2,993
-470
82
$575K 0.29%
3,852
83
$570K 0.28%
12,225
+1,725
84
$568K 0.28%
3,649
-250
85
$542K 0.27%
13,335
-3,240
86
$529K 0.26%
7,350
87
$519K 0.26%
9,356
-388
88
$519K 0.26%
2,772
89
$513K 0.25%
4,212
-200
90
$511K 0.25%
6,468
-119
91
$509K 0.25%
4,200
92
$508K 0.25%
3,640
93
$507K 0.25%
8,222
94
$503K 0.25%
8,350
95
$487K 0.24%
25,393
-100
96
$469K 0.23%
2,980
97
$445K 0.22%
5,175
98
$428K 0.21%
8,000
99
$427K 0.21%
7,750
100
$404K 0.2%
823
-28
2 3
4
5 6