SFG
Summit Financial Group Portfolio holdings
AUM
$281M
This Quarter Return
+9.84%
1 Year Return
+21.6%
3 Year Return
+26.06%
5 Year Return
+71.42%
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+4.8%)
Cap. Flow
-$8.96M
Cap. Flow
% of AUM
-3.55%
Top 10 Holdings %
Top 10 Hldgs %
25.62%
Holding
196
New
6
Increased
30
Reduced
79
Closed
3
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$382K |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$341K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$339K |
| 4 |
Adobe
ADBE
|
$231K |
| 5 |
Hartford Financial Services
HIG
|
$223K |
Top Sells
Sector Composition
| 1 | Healthcare | 8.89% |
| 2 | Technology | 8.11% |
| 3 | Consumer Staples | 7.85% |
| 4 | Industrials | 7.25% |
| 5 | Financials | 6.79% |
