SFG
Summit Financial Group Portfolio holdings
AUM
$281M
This Quarter Return
+0.95%
1 Year Return
+21.6%
3 Year Return
+26.06%
5 Year Return
+71.42%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(-11%)
Cap. Flow
-$25.5M
Cap. Flow
% of AUM
-12.95%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
167
New
8
Increased
21
Reduced
97
Closed
13
Top Buys
Top Sells
| 1 |
First Community Bankshares
FCBC
|
$2.07M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.83M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.79M |
| 4 |
Johnson & Johnson
JNJ
|
$1.55M |
| 5 |
Mastercard
MA
|
$1.45M |
Sector Composition
| 1 | Industrials | 9.15% |
| 2 | Technology | 8.86% |
| 3 | Consumer Staples | 7.87% |
| 4 | Healthcare | 7.07% |
| 5 | Financials | 4.93% |
