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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
376
$2.97M 0.05%
5,947
+208
377
$2.95M 0.05%
+95,833
378
$2.95M 0.05%
+129,845
379
$2.94M 0.04%
56,483
+52,817
380
$2.92M 0.04%
68,902
+18,111
381
$2.92M 0.04%
64,653
-13,046
382
$2.9M 0.04%
+29,152
383
$2.89M 0.04%
125,950
+9,571
384
$2.88M 0.04%
+60,647
385
$2.88M 0.04%
16,129
+11,518
386
$2.87M 0.04%
+37,750
387
$2.87M 0.04%
4,111
+59
388
$2.86M 0.04%
29,039
+1,407
389
$2.84M 0.04%
101,847
+4,025
390
$2.81M 0.04%
20,880
-1,810
391
$2.81M 0.04%
11,381
-2,740
392
$2.79M 0.04%
5,585
+684
393
$2.78M 0.04%
66,789
+3,555
394
$2.77M 0.04%
20,015
+5,405
395
$2.76M 0.04%
29,011
+6,167
396
$2.76M 0.04%
+62,479
397
$2.76M 0.04%
+129,465
398
$2.74M 0.04%
151,086
-200
399
$2.73M 0.04%
+106,267
400
$2.73M 0.04%
16,195
-46
14 15
16
17 18