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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
326
$3.62M 0.06%
27,632
+5,876
327
$3.62M 0.06%
39,605
+1,332
328
$3.58M 0.05%
15,252
+1,849
329
$3.57M 0.05%
32,118
+271
330
$3.57M 0.05%
10,723
+168
331
$3.56M 0.05%
+104,101
332
$3.54M 0.05%
+80,654
333
$3.53M 0.05%
+158,529
334
$3.52M 0.05%
52,667
+40,562
335
$3.52M 0.05%
210,497
336
$3.52M 0.05%
61,769
+13
337
$3.5M 0.05%
105,613
+96,480
338
$3.49M 0.05%
13,298
+1,605
339
$3.49M 0.05%
30,998
+688
340
$3.48M 0.05%
+73,191
341
$3.48M 0.05%
+103,982
342
$3.47M 0.05%
55,859
-1,176
343
$3.43M 0.05%
84,812
+354
344
$3.4M 0.05%
+40,919
345
$3.38M 0.05%
16,474
+10,153
346
$3.37M 0.05%
16,082
+245
347
$3.36M 0.05%
+128,653
348
$3.35M 0.05%
+54,397
349
$3.31M 0.05%
+135,582
350
$3.31M 0.05%
17,614
+525
12 13
14
15 16