SFS
Summit Financial Strategies Portfolio holdings
AUM
$1.08B
This Quarter Return
+3.54%
1 Year Return
+11.74%
3 Year Return
+49.69%
5 Year Return
+84.32%
10 Year Return
+143.89%
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.82%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$23.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$14.9M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$13.5M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$11.7M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.6% |
| 2 | Consumer Staples | 1.58% |
| 3 | Technology | 1% |
| 4 | Healthcare | 0.8% |
| 5 | Energy | 0.7% |
