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
376
$1.22M 0.03%
54,434
-754
377
$1.22M 0.03%
+3,472
378
$1.21M 0.03%
6,613
+661
379
$1.21M 0.03%
22,165
+386
380
$1.21M 0.03%
33,059
+1,125
381
$1.21M 0.03%
61,860
+41,522
382
$1.21M 0.03%
11,019
+7,040
383
$1.2M 0.03%
6,057
-2,470
384
$1.19M 0.03%
22,203
+30
385
$1.18M 0.03%
26,141
+2,556
386
$1.18M 0.03%
8,507
+109
387
$1.18M 0.03%
+19,656
388
$1.17M 0.03%
20,244
+5,196
389
$1.17M 0.03%
+18,878
390
$1.15M 0.03%
9,393
+2,978
391
$1.15M 0.03%
20,031
+1,413
392
$1.14M 0.03%
7,734
+1,042
393
$1.14M 0.03%
34,972
+2,541
394
$1.14M 0.03%
48,927
+1,346
395
$1.14M 0.03%
3,684
+2,398
396
$1.12M 0.03%
8,543
-37
397
$1.12M 0.03%
39,811
+3,618
398
$1.11M 0.03%
60,668
+3,436
399
$1.11M 0.03%
608
+2
400
$1.11M 0.03%
2,210
+446
14 15
16
17 18