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
326
$939K 0.03%
3,681
+198
327
$938K 0.03%
+12,628
328
$937K 0.03%
4,132
+1,445
329
$933K 0.03%
9,641
+313
330
$932K 0.03%
9,911
+3,827
331
$913K 0.03%
10,617
+5,837
332
$912K 0.03%
53,005
+3,005
333
$911K 0.03%
3,141
+132
334
$899K 0.03%
10,532
+1,494
335
$892K 0.03%
21,929
+12,983
336
$891K 0.03%
13,629
-246
337
$889K 0.03%
39,479
+1,873
338
$886K 0.03%
21,845
+1,587
339
$884K 0.03%
8,459
+6,000
340
$884K 0.03%
8,473
-19
341
$883K 0.03%
68,467
-7,940
342
$875K 0.03%
11,393
+607
343
$873K 0.03%
4,637
+26
344
$873K 0.03%
+59,777
345
$869K 0.03%
+2,830
346
$868K 0.03%
5,828
+747
347
$867K 0.03%
8,498
-1,047
348
$855K 0.03%
7,156
+2,290
349
$851K 0.03%
17,354
+485
350
$850K 0.03%
11,362
-85
12 13
14
15 16