SFG
Summit Financial Group Portfolio holdings
AUM
$281M
1-Year Return
21.6%
This Quarter Return
-10.34%
1 Year Return
+21.6%
3 Year Return
+26.06%
5 Year Return
+71.42%
10 Year Return
–
AUM
$259M
AUM Growth
-$36.3M
(-12%)
Cap. Flow
-$2.24M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
25.73%
Holding
216
New
6
Increased
43
Reduced
59
Closed
21
Top Buys
Top Sells
| 1 |
iShares International Select Dividend ETF
IDV
|
$4.27M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$396K |
| 3 |
AT&T
T
|
$371K |
| 4 |
IBM
IBM
|
$339K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$336K |
Sector Composition
| 1 | Healthcare | 8.46% |
| 2 | Technology | 8.41% |
| 3 | Consumer Staples | 7.51% |
| 4 | Financials | 6.82% |
| 5 | Industrials | 6.59% |
