Summit Financial Strategies, Inc.
Summit Financial Strategies, Inc. latest Q4_2020 13F filings reported $291,037,000 in market value on this 2021-02-05 report date . The portfolio quarterly return is 18.57%. This fund has 82 securities concentrations of 100% weights.
Summit Financial Strategies, Inc. largest holding is ISHARES S&P 500 with weight of 16.09% and $46,836,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|