SFG
Summit Financial Group Portfolio holdings
AUM
$281M
This Quarter Return
-0.83%
1 Year Return
+21.6%
3 Year Return
+26.06%
5 Year Return
+71.42%
10 Year Return
–
AUM
$276M
AUM Growth
+$276M
(+3.4%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
25.2%
Holding
208
New
12
Increased
56
Reduced
30
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.42M |
| 2 |
iShares Global Tech ETF
IXN
|
$1.24M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$1.12M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$902K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$823K |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.01M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$640K |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$555K |
| 4 |
iShares Emerging Markets Dividend ETF
DVYE
|
$274K |
| 5 |
Invesco WilderHill Clean Energy ETF
PBW
|
$258K |
Sector Composition
| 1 | Technology | 9.61% |
| 2 | Healthcare | 7.12% |
| 3 | Industrials | 6.86% |
| 4 | Consumer Staples | 6.76% |
| 5 | Financials | 6.33% |
