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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
$6.55B
AUM Growth
+$2.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1
+$82.4M
2
+$69.8M
3
+$57.6M
4
PLTR icon
Palantir
PLTR
+$55.6M
5
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$48.1M

Top Sells

1
+$17.8M
2
+$15.9M
3
+$12.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.9M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$10.4M

Sector Composition

1 Technology 10.31%
2 Financials 5.82%
3 Consumer Discretionary 3.32%
4 Healthcare 2.57%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.75M 0.09%
197,454
+8,848
227
$5.7M 0.09%
11,721
-222
228
$5.69M 0.09%
+219,602
229
$5.68M 0.09%
26,724
+647
230
$5.61M 0.09%
18,449
-2,261
231
$5.6M 0.09%
+107,067
232
$5.59M 0.09%
116,682
+109,949
233
$5.57M 0.09%
28,060
-5,230
234
$5.52M 0.08%
18,821
-303
235
$5.52M 0.08%
+124,835
236
$5.49M 0.08%
26,244
+2,045
237
$5.48M 0.08%
86,435
+1,949
238
$5.44M 0.08%
16,537
+596
239
$5.41M 0.08%
72,735
-215,627
240
$5.39M 0.08%
+216,246
241
$5.37M 0.08%
154,847
+4,557
242
$5.36M 0.08%
32,208
+9,889
243
$5.34M 0.08%
+92,861
244
$5.34M 0.08%
+112,288
245
$5.33M 0.08%
+59,603
246
$5.3M 0.08%
49,186
-147
247
$5.25M 0.08%
+37,874
248
$5.21M 0.08%
+850,862
249
$5.19M 0.08%
52,957
+10,843
250
$5.18M 0.08%
51,876
+4,983
8 9
10
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