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
76
$410K 0.08%
813
+36
77
$405K 0.08%
1,721
-100
78
$403K 0.08%
12,507
-184
79
$395K 0.08%
5,053
80
$387K 0.07%
10,192
81
$381K 0.07%
7,692
82
$380K 0.07%
1,549
83
$379K 0.07%
5,042
-496
84
$379K 0.07%
1,057
85
$378K 0.07%
3,558
+827
86
$376K 0.07%
1,400
-115
87
$363K 0.07%
2,750
+300
88
$360K 0.07%
8,450
89
$359K 0.07%
14,979
-721
90
$352K 0.07%
2,080
-300
91
$330K 0.06%
3,775
-1
92
$329K 0.06%
6,952
+150
93
$327K 0.06%
4,893
94
$306K 0.06%
17,231
95
$304K 0.06%
+3,614
96
$301K 0.06%
3,579
97
$295K 0.06%
1,852
+6
98
$294K 0.06%
9,239
-1
99
$291K 0.06%
6,198
100
$287K 0.05%
11,366
+1,620
2 3
4
5 6