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
$464M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$2.77M
3
+$2.21M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.56M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.47M

Top Sells

1
+$2.43M
2
+$2.27M
3
+$1.39M
4
PG icon
Procter & Gamble
PG
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$974K

Sector Composition

1 Consumer Discretionary 7.18%
2 Financials 3.85%
3 Technology 3.48%
4 Healthcare 1.43%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,010
127
– –
-6,993
128
– –
-1,529
2 3 4 5
6