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SF

Summit Financial Portfolio holdings

AUM $7.85B
1-Year Est. Return 21.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.85M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.49M

Top Sells

1
+$3.67M
2
+$2.74M
3
+$2.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.62M
5
YUM icon
Yum! Brands
YUM
+$2.32M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 4.83%
3 Healthcare 1.94%
4 Financials 1.86%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$154K 0.01%
+12,203
227
$148K 0.01%
+11,787
228
$102K 0.01%
10,184
229
$49K ﹤0.01%
+5,554
230
$26.3K ﹤0.01%
768
+250
231
– –
-1,135
232
– –
-633
233
– –
-5,364
234
– –
-12,595
235
– –
-4,632
236
– –
-5,892
237
– –
-3,685
238
– –
-32,279
239
– –
-429
240
– –
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241
– –
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242
– –
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243
– –
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244
– –
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245
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246
– –
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247
– –
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248
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249
– –
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250
– –
-10,482
7 8 9
10
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