SIAS
Summit Investment Advisory Services Portfolio holdings
AUM
$118M
1-Year Return
9.94%
This Quarter Return
-2.84%
1 Year Return
+9.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$10.1M
(+5.2%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
8.35%
Top 10 Holdings %
Top 10 Hldgs %
78.37%
Holding
72
New
2
Increased
30
Reduced
30
Closed
4
Top Buys
| 1 |
Franklin Income Focus ETF
INCM
|
$21.3M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$357K |
| 3 |
Medtronic
MDT
|
$290K |
| 4 |
Fidelity Enhanced Small Cap ETF
FESM
|
$275K |
| 5 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
$187K |
Top Sells
Sector Composition
| 1 | Technology | 0.6% |
| 2 | Healthcare | 0.27% |
| 3 | Financials | 0.17% |
| 4 | Utilities | 0.15% |
