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
$191M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$1.23M
3
+$801K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$497K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$389K

Top Sells

1
+$525K
2
+$414K
3
+$300K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
MO icon
Altria Group
MO
+$70.4K

Sector Composition

1 Financials 5.42%
2 Consumer Staples 1.53%
3 Technology 1.11%
4 Communication Services 0.7%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.11%
5,127
-104
52
$216K 0.11%
+4,868
53
$209K 0.11%
+3,448
54
$207K 0.11%
+3,317
55
$147K 0.08%
10,063
1 2
3