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SFS

Summit Financial Strategies Portfolio holdings

AUM $1.27B
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$4.06M
3
+$3.39M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.84M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$528K

Top Sells

1
+$30.5M
2
+$1.98M
3
+$1.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.3M

Sector Composition

1 Financials 4.22%
2 Technology 2.53%
3 Consumer Discretionary 2.43%
4 Consumer Staples 0.96%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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80
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81
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82
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83
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84
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85
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86
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-5,618
87
– –
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88
– –
-13,490
1 2 3
4