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
251
$1.51M 0.05%
5,716
+2,138
252
$1.49M 0.05%
6,434
+1,320
253
$1.48M 0.05%
3,153
+245
254
$1.45M 0.05%
+37,500
255
$1.45M 0.05%
+52,554
256
$1.43M 0.05%
13,549
-7,683
257
$1.43M 0.05%
9,650
+1,661
258
$1.41M 0.05%
31,313
+20,329
259
$1.4M 0.05%
+92,501
260
$1.4M 0.05%
60,372
+1,470
261
$1.38M 0.05%
78,066
-6,230
262
$1.37M 0.05%
22,771
+2,075
263
$1.37M 0.05%
22,792
+2,556
264
$1.36M 0.05%
57,286
-7,813
265
$1.35M 0.05%
13,424
+5,567
266
$1.34M 0.05%
8,079
+1,012
267
$1.33M 0.05%
27,245
+4,950
268
$1.31M 0.05%
14,953
+1
269
$1.31M 0.05%
16,678
+151
270
$1.3M 0.05%
6,434
+1,481
271
$1.29M 0.05%
7,792
+5,157
272
$1.28M 0.05%
14,134
+807
273
$1.28M 0.05%
+10,932
274
$1.28M 0.04%
6,708
+404
275
$1.23M 0.04%
32,599
+1,974
9 10
11
12 13