SFS

Summit Financial Strategies Portfolio holdings

AUM $1.17B
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.39M
3
+$1.19M
4
AAPL icon
Apple
AAPL
+$1.08M
5
LLY icon
Eli Lilly
LLY
+$376K

Top Sells

1
+$1.51M
2
+$1.16M
3
+$224K
4
PFE icon
Pfizer
PFE
+$213K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$203K

Sector Composition

1 Consumer Discretionary 7.79%
2 Technology 4.27%
3 Financials 3.63%
4 Consumer Staples 1.61%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.35%
26,504
+779
27
$1.82M 0.35%
12,483
-952
28
$1.7M 0.32%
9,935
+1
29
$1.62M 0.31%
11,171
+479
30
$1.53M 0.29%
6,127
+249
31
$1.52M 0.29%
5,722
-330
32
$1.49M 0.28%
9,819
33
$1.48M 0.28%
12,628
-851
34
$1.18M 0.22%
84,007
35
$1.13M 0.22%
2,112
+700
36
$1.07M 0.2%
14,181
+2,812
37
$1.06M 0.2%
6,015
+576
38
$1.02M 0.19%
8,030
39
$1.02M 0.19%
26,711
+1,129
40
$1.02M 0.19%
10,491
-66
41
$979K 0.19%
4,607
-85
42
$952K 0.18%
6,389
-256
43
$951K 0.18%
7,266
+500
44
$937K 0.18%
5,894
-63
45
$917K 0.17%
13,405
46
$898K 0.17%
5,765
-82
47
$864K 0.16%
9,144
+25
48
$842K 0.16%
9,966
49
$830K 0.16%
5,031
+532
50
$801K 0.15%
15,446
-543
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