SFS

Summit Financial Strategies Portfolio holdings

AUM $1.08B
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.07M
3 +$960K
4
TXN icon
Texas Instruments
TXN
+$582K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$524K

Top Sells

1 +$897K
2 +$390K
3 +$325K
4
MDT icon
Medtronic
MDT
+$317K
5
PM icon
Philip Morris
PM
+$282K

Sector Composition

1 Financials 4.87%
2 Technology 1.55%
3 Consumer Staples 1.26%
4 Healthcare 0.65%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.11%
1,970
-426
52
$200K 0.1%
1,253
-78
53
$156K 0.08%
10,342
+279
54
$138K 0.07%
+34,529
55
-5,199
56
-3,931
57
-1,652
58
-3,448