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
351
$836K 0.03%
887
+552
352
$833K 0.03%
5,940
+754
353
$833K 0.03%
4,670
+508
354
$831K 0.03%
6,286
+1,282
355
$830K 0.03%
+37,931
356
$824K 0.03%
4,618
-184
357
$812K 0.03%
+8,158
358
$805K 0.03%
14,233
-1,916
359
$803K 0.03%
82,149
+8,680
360
$798K 0.03%
+51,473
361
$791K 0.03%
3,585
+238
362
$788K 0.03%
16,370
+3,548
363
$782K 0.03%
4,459
+49
364
$778K 0.03%
+91,442
365
$777K 0.03%
1,641
+22
366
$776K 0.03%
11,111
+262
367
$775K 0.03%
2,256
+33
368
$769K 0.03%
1,347
+222
369
$764K 0.03%
7,841
+17
370
$760K 0.03%
+15,035
371
$751K 0.03%
6,839
+1,033
372
$750K 0.03%
5,672
-1,056
373
$749K 0.03%
+9,578
374
$748K 0.03%
2,532
+399
375
$743K 0.03%
+26,408
13 14
15
16 17