SF

Summit Financial Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.7M
3
+$9.33M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.98M
5
AAPL icon
Apple
AAPL
+$7.77M

Top Sells

1
+$57.3M
2
+$3.23M
3
+$2.88M
4
DKNG icon
DraftKings
DKNG
+$2.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.11M

Sector Composition

1 Technology 10.68%
2 Financials 4.96%
3 Consumer Discretionary 4.94%
4 Energy 4.12%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.83M 0.06%
4,090
-145
227
$1.81M 0.06%
65,281
-4,253
228
$1.81M 0.06%
33,811
+24,413
229
$1.8M 0.06%
19,434
+15,484
230
$1.78M 0.06%
15,552
-154
231
$1.78M 0.06%
7,951
+833
232
$1.77M 0.06%
19,154
+402
233
$1.77M 0.06%
10,875
-354
234
$1.77M 0.06%
68,267
+24,567
235
$1.76M 0.06%
9,526
-3,227
236
$1.74M 0.06%
3,042
+251
237
$1.73M 0.06%
16,072
+7,957
238
$1.7M 0.06%
21,707
+104
239
$1.7M 0.06%
13,083
+139
240
$1.69M 0.06%
24,029
+1,275
241
$1.68M 0.06%
16,043
+1,511
242
$1.65M 0.06%
20,149
+15,069
243
$1.64M 0.06%
20,330
+7,249
244
$1.63M 0.06%
33,841
+28,628
245
$1.63M 0.06%
9,432
+6,530
246
$1.61M 0.06%
5,765
-2,520
247
$1.58M 0.06%
27,508
+23,700
248
$1.56M 0.05%
14,833
+5,868
249
$1.55M 0.05%
9,281
+1,063
250
$1.51M 0.05%
5,474
+329
8 9
10
11 12