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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$7.22M
2 +$5.4M
3 +$4.66M
4
PG icon
Procter & Gamble
PG
+$4.51M
5
FCBC icon
First Community Bankshares
FCBC
+$3.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.69%
2 Healthcare 13.48%
3 Financials 12.44%
4 Consumer Staples 12.32%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$240K 0.21%
+9,344
102
$227K 0.2%
+7,921
103
$224K 0.19%
+4,048
104
$221K 0.19%
+2,000
105
$220K 0.19%
+2,192