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
101
$307K 0.18%
4,665
102
$291K 0.17%
6,528
-48
103
$278K 0.17%
2,175
104
$277K 0.17%
2,980
105
$273K 0.16%
5,000
-2,500
106
$271K 0.16%
851
-50
107
$271K 0.16%
2,296
108
$266K 0.16%
3,933
-80
109
$257K 0.15%
3,520
110
$256K 0.15%
5,119
111
$251K 0.15%
6,500
112
$248K 0.15%
1,719
113
$248K 0.15%
2,010
-125
114
$248K 0.15%
2,325
115
$246K 0.15%
4,240
116
$244K 0.15%
8,034
117
$244K 0.15%
2,136
118
$242K 0.14%
10,299
-1,272
119
$241K 0.14%
4,875
120
$236K 0.14%
1,054
121
$235K 0.14%
6,834
-78
122
$231K 0.14%
+4,400
123
$228K 0.14%
2,043
124
$227K 0.14%
1,500
125
$219K 0.13%
3,820
3 4
5
6 7