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
$717M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.61M
3
+$2.81M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.89M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.48M

Top Sells

1
+$2.03M
2
+$1.56M
3
+$871K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$677K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,577
152
– –
-3,614
3 4 5 6
7