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
276
$1.23M 0.04%
+150,136
277
$1.23M 0.04%
42,154
-802
278
$1.23M 0.04%
6,539
+1,094
279
$1.23M 0.04%
+27,061
280
$1.22M 0.04%
18,613
+86
281
$1.22M 0.04%
7,469
+270
282
$1.21M 0.04%
22,414
+2,439
283
$1.21M 0.04%
+40,091
284
$1.2M 0.04%
5,272
+761
285
$1.19M 0.04%
112,631
+73,464
286
$1.19M 0.04%
19,628
-2,161
287
$1.18M 0.04%
13,213
-2,733
288
$1.16M 0.04%
4,757
+145
289
$1.16M 0.04%
4,043
-115
290
$1.15M 0.04%
22,045
+605
291
$1.15M 0.04%
29,723
+10,173
292
$1.14M 0.04%
11,214
+2,167
293
$1.13M 0.04%
5,520
+1,295
294
$1.13M 0.04%
7,592
+1,027
295
$1.13M 0.04%
+10,059
296
$1.12M 0.04%
4,672
+333
297
$1.12M 0.04%
+21,095
298
$1.11M 0.04%
8,430
+226
299
$1.1M 0.04%
+118,327
300
$1.09M 0.04%
12,530
+78
10 11
12
13 14