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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
301
$4.09M 0.06%
61,923
+4,591
302
$4.08M 0.06%
18,898
+1,809
303
$4.07M 0.06%
1,305,056
-473,697
304
$4.04M 0.06%
43,185
+4,131
305
$4.04M 0.06%
11,669
-367
306
$4.02M 0.06%
+277,209
307
$4.01M 0.06%
26,006
+1,340
308
$4M 0.06%
61,843
+2,302
309
$3.97M 0.06%
+126,045
310
$3.95M 0.06%
444,271
+221,293
311
$3.95M 0.06%
4,134
+43
312
$3.93M 0.06%
33,275
+108
313
$3.87M 0.06%
+151,640
314
$3.87M 0.06%
160,052
+52
315
$3.84M 0.06%
13,622
-207
316
$3.82M 0.06%
+16,918
317
$3.81M 0.06%
8,339
+52
318
$3.81M 0.06%
+42,846
319
$3.78M 0.06%
+114,072
320
$3.78M 0.06%
+81,369
321
$3.7M 0.06%
94,101
+77
322
$3.66M 0.06%
115,659
+11,288
323
$3.65M 0.06%
84,172
+16,892
324
$3.65M 0.06%
47,817
+35,001
325
$3.63M 0.06%
38,034
+2,457
11 12
13
14 15