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
126
$272K 0.13%
1,380
127
$268K 0.13%
3,200
128
$255K 0.13%
5,100
129
$251K 0.12%
4,041
130
$249K 0.12%
2,750
-425
131
$247K 0.12%
973
132
$247K 0.12%
1,482
133
$244K 0.12%
723
134
$239K 0.12%
1,052
135
$238K 0.12%
1,765
136
$238K 0.12%
+539
137
$237K 0.12%
3,970
-55
138
$232K 0.12%
4,130
139
$223K 0.11%
7,414
140
$221K 0.11%
3,084
141
$220K 0.11%
+1,320
142
$213K 0.11%
1,833
-210
143
$213K 0.11%
2,670
144
$213K 0.11%
5,500
145
$211K 0.1%
5,877
146
$209K 0.1%
+2,910
147
$207K 0.1%
770
148
$205K 0.1%
+907
149
$204K 0.1%
+574
150
$204K 0.1%
975
-525
3 4 5
6
7