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
$276M
AUM Growth
+$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$902K
3
+$823K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$705K
5
CZR icon
Caesars Entertainment
CZR
+$632K

Top Sells

1
+$640K
2
+$555K
3
+$274K
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$258K
5
UPS icon
United Parcel Service
UPS
+$228K

Sector Composition

1 Technology 9.61%
2 Healthcare 7.12%
3 Industrials 6.86%
4 Consumer Staples 6.76%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$201K 0.07%
3,199
202
$201K 0.07%
+4,935
203
$199K 0.07%
14,570
+3,500
204
– –
-3,000
205
– –
-7,058
206
– –
-2,765
207
– –
-1,095
5 6 7 8
9