SFS
Summit Financial Strategies Portfolio holdings
AUM
$1.08B
1-Year Return
11.74%
This Quarter Return
+7.83%
1 Year Return
+11.74%
3 Year Return
+49.69%
5 Year Return
+84.32%
10 Year Return
+143.89%
AUM
$717M
AUM Growth
+$62.5M
(+9.6%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
70.32%
Holding
152
New
10
Increased
45
Reduced
54
Closed
2
Top Buys
Top Sells
| 1 |
Packaging Corp of America
PKG
|
$2.03M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.56M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$871K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$677K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$625K |
Sector Composition
| 1 | Consumer Discretionary | 6.66% |
| 2 | Technology | 3.68% |
| 3 | Financials | 2.99% |
| 4 | Consumer Staples | 1.33% |
| 5 | Healthcare | 1.01% |
