We are live on ! Find out more
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
351
$3.31M 0.05%
13,987
-4,054
352
$3.3M 0.05%
145,000
353
$3.3M 0.05%
+130,124
354
$3.27M 0.05%
6,648
-194
355
$3.26M 0.05%
25,453
-5,594
356
$3.26M 0.05%
+87,604
357
$3.25M 0.05%
27,488
+749
358
$3.25M 0.05%
41,624
+16,533
359
$3.24M 0.05%
+102,376
360
$3.18M 0.05%
8,499
+656
361
$3.17M 0.05%
124,587
+5,088
362
$3.15M 0.05%
32,275
-444
363
$3.13M 0.05%
15,310
+753
364
$3.13M 0.05%
4,126
-708
365
$3.11M 0.05%
+106,289
366
$3.08M 0.05%
13,554
+10,383
367
$3.06M 0.05%
134,545
+119,745
368
$3.06M 0.05%
32,654
-1,176
369
$3.05M 0.05%
+5,403
370
$3.04M 0.05%
27,373
+2,567
371
$3.03M 0.05%
11,948
-214
372
$2.99M 0.05%
+120,760
373
$2.98M 0.05%
+182,729
374
$2.97M 0.05%
35,558
+8,529
375
$2.97M 0.05%
23,986
+13,337
13 14
15
16 17