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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
276
$4.62M 0.07%
+90,954
277
$4.59M 0.07%
48,247
+1,229
278
$4.57M 0.07%
+268,639
279
$4.56M 0.07%
+84,216
280
$4.54M 0.07%
106,124
+4,506
281
$4.52M 0.07%
+30,411
282
$4.51M 0.07%
24,535
+350
283
$4.49M 0.07%
+87,180
284
$4.48M 0.07%
+194,000
285
$4.44M 0.07%
9,342
+303
286
$4.43M 0.07%
36,662
+23,128
287
$4.39M 0.07%
+141,814
288
$4.39M 0.07%
21,543
+3,872
289
$4.36M 0.07%
+219,884
290
$4.34M 0.07%
93,910
+3,329
291
$4.33M 0.07%
+84,983
292
$4.32M 0.07%
+219,042
293
$4.32M 0.07%
51,480
+12,549
294
$4.29M 0.07%
+422,426
295
$4.28M 0.07%
+112,221
296
$4.26M 0.07%
+67,774
297
$4.22M 0.06%
+41,860
298
$4.2M 0.06%
30,165
+8,796
299
$4.17M 0.06%
+118,396
300
$4.09M 0.06%
+93,492
10 11
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