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SFG

Summit Financial Group Portfolio holdings

AUM $281M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$1.16M
3
+$1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$614K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$575K

Top Sells

1
+$4.34M
2
+$1.41M
3
+$969K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$568K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$536K

Sector Composition

1 Technology 9.19%
2 Healthcare 7.54%
3 Industrials 7.05%
4 Consumer Staples 6.99%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$211K 0.07%
2,945
202
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-110,101
203
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-2,969
204
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-2,434
205
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-525
206
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-3,000
207
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208
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209
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210
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211
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214
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-2,750
215
– –
-2,764
5 6 7 8
9