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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
251
$5.07M 0.08%
+318,063
252
$5.07M 0.08%
10,495
-3,621
253
$5.07M 0.08%
+214,305
254
$5.07M 0.08%
108,299
+41,265
255
$5.07M 0.08%
+216,358
256
$5.01M 0.08%
+211,934
257
$4.97M 0.08%
30,662
+1,602
258
$4.97M 0.08%
+98,006
259
$4.95M 0.08%
+32,844
260
$4.88M 0.07%
+99,218
261
$4.87M 0.07%
+62,129
262
$4.86M 0.07%
59,992
-8,172
263
$4.85M 0.07%
+187,609
264
$4.84M 0.07%
34,139
+24,746
265
$4.84M 0.07%
+7,867
266
$4.83M 0.07%
17,117
+707
267
$4.83M 0.07%
65,859
+3,891
268
$4.83M 0.07%
109,794
-17,081
269
$4.79M 0.07%
17,503
-109
270
$4.77M 0.07%
80,567
+2,972
271
$4.69M 0.07%
55,790
+48,815
272
$4.66M 0.07%
93,180
-1
273
$4.65M 0.07%
148,684
+4,076
274
$4.63M 0.07%
+130,259
275
$4.62M 0.07%
32,476
+7,785
9 10
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