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
351
$1.41M 0.03%
6,321
-1,234
352
$1.4M 0.03%
67,369
+1,969
353
$1.4M 0.03%
63,653
+25,278
354
$1.39M 0.03%
15,341
+942
355
$1.37M 0.03%
7,781
+114
356
$1.35M 0.03%
12,690
+26
357
$1.35M 0.03%
5,657
+656
358
$1.34M 0.03%
8,803
-172
359
$1.34M 0.03%
2,678
-310
360
$1.33M 0.03%
9,391
-3,023
361
$1.33M 0.03%
20,977
+1,683
362
$1.33M 0.03%
115,687
+2,426
363
$1.32M 0.03%
38,508
-4,864
364
$1.32M 0.03%
1,798
+61
365
$1.3M 0.03%
6,633
+1,714
366
$1.29M 0.03%
18,513
+9,599
367
$1.29M 0.03%
+60,327
368
$1.28M 0.03%
118,327
369
$1.28M 0.03%
9,400
-144
370
$1.26M 0.03%
92,503
+2
371
$1.24M 0.03%
9,800
+5,164
372
$1.24M 0.03%
42,057
+159
373
$1.23M 0.03%
4,373
+329
374
$1.23M 0.03%
6,712
+113
375
$1.23M 0.03%
11,882
+5,703
13 14
15
16 17