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
$804M
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$56.9M
2 +$14.4M
3 +$3.44M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.31M
5
PKG icon
Packaging Corp of America
PKG
+$2.21M

Top Sells

1 +$2.68M
2 +$515K
3 +$416K
4
DHI icon
D.R. Horton
DHI
+$310K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$285K

Sector Composition

1 Consumer Discretionary 5.95%
2 Technology 3.76%
3 Financials 2.58%
4 Consumer Staples 1.21%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,762
152
-2,919