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
$166M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$591K
3
+$498K
4
CINF icon
Cincinnati Financial
CINF
+$454K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$452K

Top Sells

1
+$92.9K
2
+$32.9K
3
+$27K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$23.5K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.9K

Sector Composition

1 Consumer Staples 2.07%
2 Technology 1.29%
3 Financials 1.21%
4 Communication Services 0.66%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.13%
+3,572
52
$203K 0.12%
+1,943
53
$138K 0.08%
10,192
-74
1 2
3