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
$525M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.39M
3
+$1.19M
4
AAPL icon
Apple
AAPL
+$1.08M
5
LLY icon
Eli Lilly
LLY
+$376K

Top Sells

1
+$1.51M
2
+$1.16M
3
+$224K
4
PFE icon
Pfizer
PFE
+$213K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$203K

Sector Composition

1 Consumer Discretionary 7.79%
2 Technology 4.27%
3 Financials 3.63%
4 Consumer Staples 1.61%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$793K 0.15%
3,808
+519
52
$768K 0.15%
5,544
53
$764K 0.15%
2,805
-120
54
$730K 0.14%
40,144
+40
55
$725K 0.14%
7,705
-138
56
$687K 0.13%
4,978
-221
57
$648K 0.12%
62,304
-767
58
$612K 0.12%
3,612
59
$605K 0.12%
8,667
+1,491
60
$596K 0.11%
5,793
-371
61
$595K 0.11%
2,179
62
$578K 0.11%
13,280
+3,300
63
$524K 0.1%
473
64
$515K 0.1%
1,954
+452
65
$495K 0.09%
4,596
66
$493K 0.09%
6,089
-463
67
$480K 0.09%
1,272
+100
68
$463K 0.09%
2,744
-33
69
$462K 0.09%
10,109
+1,549
70
$445K 0.08%
25,075
+4,245
71
$443K 0.08%
4,630
+242
72
$417K 0.08%
9,326
-533
73
$414K 0.08%
4,052
74
$412K 0.08%
1,931
75
$410K 0.08%
1,357
-28
1 2
3
4 5