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
151
$201K 0.1%
12,907
152
$141K 0.07%
4,524
153
$141K 0.07%
10,118
154
– –
-9,784
155
– –
-4,946
156
– –
-11,675
157
– –
-8,480
3 4 5 6
7