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Home > Institutional Investor > Summit Financial Group Inc > Profile

Instuitional Investor - Summit Financial Group Inc

Fund Profile
Filing Period:
Fund Name: Summit Financial Group Inc
Portfolio Value $261,178,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 28,814 $10,835,216 4.14%
2.
Spdr S & P 500 Etf Trust
 SPY 20,223 $9,612,194 3.68%
3.
Invesco Exchange Traded Fd T
 51,583 $8,139,797 3.11%
4.
Ishares Trust
 IEF 67,079 $7,261,301 2.78%
5.
Summit Financial Group Inc.
 SMMF 209,463 $6,428,419 2.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)