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
126
$88.9K 0.02%
13,932
127
$62.8K 0.01%
36,487
128
$8.57K ﹤0.01%
1,250
129
– –
-5,796
130
– –
-2,258
131
– –
-1,235
132
– –
0
2 3 4 5
6