SFS
Summit Financial Strategies Portfolio holdings
AUM
$1.08B
This Quarter Return
+12.68%
1 Year Return
+11.74%
3 Year Return
+49.69%
5 Year Return
+84.32%
10 Year Return
+143.89%
AUM
$197M
AUM Growth
+$197M
(+11%)
Cap. Flow
-$2.35M
Cap. Flow
% of AUM
-1.19%
Top 10 Holdings %
Top 10 Hldgs %
86.54%
Holding
63
New
6
Increased
21
Reduced
18
Closed
5
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$1.06M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.02M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$839K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$836K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$492K |
Top Sells
Sector Composition
| 1 | Financials | 4.7% |
| 2 | Consumer Staples | 1.64% |
| 3 | Technology | 1.57% |
| 4 | Healthcare | 0.97% |
| 5 | Consumer Discretionary | 0.6% |
