SFG
Summit Financial Group Portfolio holdings
AUM
$281M
This Quarter Return
+8.37%
1 Year Return
+21.6%
3 Year Return
+26.06%
5 Year Return
+71.42%
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(+7.7%)
Cap. Flow
+$6.3M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
27.62%
Holding
191
New
7
Increased
36
Reduced
77
Closed
1
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.47M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$609K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$575K |
| 4 |
Walmart
WMT
|
$535K |
| 5 |
iShares US Financial Services ETF
IYG
|
$527K |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$551K |
| 2 |
CSX Corp
CSX
|
$500K |
| 3 |
Microsoft
MSFT
|
$363K |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$302K |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
$257K |
Sector Composition
| 1 | Technology | 9.88% |
| 2 | Healthcare | 8.1% |
| 3 | Financials | 7.12% |
| 4 | Industrials | 6.88% |
| 5 | Consumer Staples | 6.52% |
