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
376
$743K 0.03%
+15,782
377
$739K 0.03%
12,510
378
$734K 0.03%
1,823
+444
379
$717K 0.03%
7,025
+168
380
$705K 0.02%
24,534
-1,898
381
$705K 0.02%
10,120
-187
382
$703K 0.02%
3,643
+131
383
$699K 0.02%
34,715
+22,241
384
$698K 0.02%
8,741
385
$693K 0.02%
3,279
+57
386
$686K 0.02%
14,429
+9,466
387
$682K 0.02%
3,241
-114
388
$679K 0.02%
6,285
+1,221
389
$676K 0.02%
533
+28
390
$675K 0.02%
+5,820
391
$672K 0.02%
8,788
+5,492
392
$663K 0.02%
11,946
-61
393
$661K 0.02%
2,777
+950
394
$655K 0.02%
10,787
-384
395
$655K 0.02%
5,152
-1,845
396
$654K 0.02%
2,781
+902
397
$653K 0.02%
5,482
-86
398
$648K 0.02%
6,135
+1,744
399
$647K 0.02%
19,787
-1,700
400
$647K 0.02%
6,661
+243
14 15
16
17 18