SF

Summit Financial Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$856M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$36.7M
3
+$28.3M
4
AAPL icon
Apple
AAPL
+$28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$24M

Top Sells

1
+$32.4M
2
+$25.9M
3
+$21.2M
4
GMED icon
Globus Medical
GMED
+$7.17M
5
CAT icon
Caterpillar
CAT
+$6.6M

Sector Composition

1 Technology 10.55%
2 Financials 6.58%
3 Consumer Discretionary 3.58%
4 Healthcare 2.77%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.88M 0.04%
14,610
-1,926
302
$1.87M 0.04%
10,791
+7,882
303
$1.87M 0.04%
+12,406
304
$1.84M 0.04%
4,538
-1,229
305
$1.84M 0.04%
31,914
-1,569
306
$1.83M 0.04%
+30,577
307
$1.8M 0.04%
34,062
+15,400
308
$1.8M 0.04%
36,558
+16,308
309
$1.8M 0.04%
19,559
+141
310
$1.8M 0.04%
75,524
+136
311
$1.79M 0.04%
43,419
-599
312
$1.78M 0.04%
31,782
-4,787
313
$1.78M 0.04%
38,802
-152
314
$1.76M 0.04%
20,646
-981
315
$1.75M 0.04%
5,605
+6
316
$1.74M 0.04%
301
+4
317
$1.74M 0.04%
5,532
-102
318
$1.72M 0.04%
6,286
+157
319
$1.7M 0.04%
37,622
+122
320
$1.7M 0.04%
6,373
+1,477
321
$1.69M 0.04%
+80,060
322
$1.68M 0.04%
+33,468
323
$1.67M 0.04%
109,769
+287
324
$1.67M 0.04%
50,791
+13,321
325
$1.64M 0.04%
5,867
+3,577
11 12
13
14 15