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
101
$402K 0.2%
5,075
-121
102
$392K 0.19%
4,446
-92
103
$372K 0.18%
9,050
+750
104
$362K 0.18%
3,490
-100
105
$353K 0.18%
8,034
106
$353K 0.18%
2,178
-50
107
$343K 0.17%
2,325
108
$342K 0.17%
5,712
-596
109
$328K 0.16%
3,777
-49
110
$317K 0.16%
4,599
+60
111
$311K 0.15%
4,240
112
$307K 0.15%
6,644
113
$303K 0.15%
3,009
114
$294K 0.15%
5,119
115
$293K 0.15%
3,900
-50
116
$293K 0.15%
2,052
-15
117
$292K 0.14%
1,975
118
$292K 0.14%
2,500
119
$290K 0.14%
2,296
120
$288K 0.14%
4,875
121
$288K 0.14%
3,820
122
$288K 0.14%
1,300
123
$286K 0.14%
2,136
124
$278K 0.14%
5,000
125
$273K 0.14%
877
3 4
5
6 7