SFG
Summit Financial Group Portfolio holdings
AUM
$281M
This Quarter Return
-2.67%
1 Year Return
+21.6%
3 Year Return
+26.06%
5 Year Return
+71.42%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(-3.8%)
Cap. Flow
+$858K
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
25.9%
Holding
224
New
13
Increased
48
Reduced
77
Closed
14
Top Buys
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$4.34M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$1.41M |
| 3 |
Apple
AAPL
|
$1.01M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$568K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$529K |
Sector Composition
| 1 | Technology | 9.19% |
| 2 | Healthcare | 7.54% |
| 3 | Industrials | 7.05% |
| 4 | Consumer Staples | 6.99% |
| 5 | Financials | 6.72% |
