SFS
Summit Financial Strategies Portfolio holdings
AUM
$1.08B
This Quarter Return
-14.28%
1 Year Return
+11.74%
3 Year Return
+49.69%
5 Year Return
+84.32%
10 Year Return
+143.89%
AUM
$178M
AUM Growth
+$178M
(-19%)
Cap. Flow
-$11.3M
Cap. Flow
% of AUM
-6.31%
Top 10 Holdings %
Top 10 Hldgs %
82.49%
Holding
67
New
7
Increased
21
Reduced
15
Closed
10
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$1.77M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.14M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$680K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$662K |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$633K |
Top Sells
Sector Composition
| 1 | Financials | 5.28% |
| 2 | Technology | 1.52% |
| 3 | Consumer Staples | 1.44% |
| 4 | Healthcare | 1.06% |
| 5 | Consumer Discretionary | 0.6% |
