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
$259M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.07M
3
+$483K
4
COM icon
Direxion Auspice Broad Commodity Strategy ETF
COM
+$476K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$381K

Top Sells

1
+$4.27M
2
+$396K
3
+$371K
4
IBM icon
IBM
IBM
+$339K
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,710
202
– –
-1,605
203
– –
-5,661
204
– –
-1,000
205
– –
-1,500
206
– –
-5,588
207
– –
-2,150
5 6 7 8
9