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
301
$1.09M 0.04%
22,510
+239
302
$1.08M 0.04%
39,435
+28,420
303
$1.06M 0.04%
52,902
+4,055
304
$1.06M 0.04%
+3,722
305
$1.05M 0.04%
10,194
+7,323
306
$1.05M 0.04%
32,159
+20,176
307
$1.05M 0.04%
14,926
+1,264
308
$1.05M 0.04%
8,438
+92
309
$1.05M 0.04%
11,783
+1,602
310
$1.03M 0.04%
11,363
311
$1.03M 0.04%
46,285
+1,890
312
$1.03M 0.04%
3,638
+28
313
$1.03M 0.04%
8,519
+5,283
314
$1.02M 0.04%
13,361
+2,908
315
$1.01M 0.04%
2,678
-8
316
$1M 0.04%
2,422
-110
317
$982K 0.03%
+23,146
318
$979K 0.03%
+101,450
319
$978K 0.03%
37,145
+25,175
320
$977K 0.03%
+57,229
321
$970K 0.03%
+40,174
322
$966K 0.03%
17,457
-523
323
$956K 0.03%
29,634
+3,436
324
$949K 0.03%
13,821
+294
325
$941K 0.03%
18,717
-9,339
11 12
13
14 15