SAM
Summit Asset Management Portfolio holdings
AUM
$719M
1-Year Est. Return
13.76%
This Fund
S&P 500
1 Year Est. Return
+13.76%
AUM
$650M
AUM Growth
+$36.5M
(+6%)
Holding
179
Top Buys
| 1 | +$1.28M | |
| 2 | +$997K | |
| 3 | +$732K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$671K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$651K |
Top Sells
| 1 | +$719K | |
| 2 | +$679K | |
| 3 | +$296K | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$259K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$253K |
Sector Composition
| 1 | Financials | 6.06% |
| 2 | Technology | 5.48% |
| 3 | Consumer Discretionary | 3.99% |
| 4 | Industrials | 3.55% |
| 5 | Healthcare | 1.86% |