Summit Financial Consulting LLC Portfolio Holdings by Sector

Summit Financial Consulting LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IEF IYZ IYF IYE IDU IYY XLG EFA 25 stocks	$96.3 Million 86.58% of portfolio	16	9	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYC IYR 2 stocks	$7.88 Million 7.08% of portfolio	1	1	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$2.26 Million 2.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.07 Million 0.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NAD MIY NZF 3 stocks	$941,066 0.85% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$690,064 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$567,379 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$310,100 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$304,921 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$304,902 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$220,131 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$220,048 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$165,352 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

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