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
401
$644K 0.02%
6,821
+2,434
402
$642K 0.02%
7,000
-417
403
$640K 0.02%
7,609
+90
404
$637K 0.02%
4,938
+1,255
405
$637K 0.02%
3,696
+785
406
$635K 0.02%
55,035
+2,555
407
$632K 0.02%
9,642
-198
408
$630K 0.02%
3,878
+236
409
$623K 0.02%
4,286
+2,057
410
$622K 0.02%
6,887
+505
411
$617K 0.02%
7,778
+3,066
412
$614K 0.02%
52,682
+7,273
413
$612K 0.02%
3,256
+765
414
$606K 0.02%
3,362
-165
415
$603K 0.02%
20,392
+3,084
416
$595K 0.02%
4,399
+50
417
$592K 0.02%
8,165
-145
418
$590K 0.02%
1,274
+4
419
$590K 0.02%
11,578
+192
420
$586K 0.02%
8,911
+387
421
$581K 0.02%
2,104
+567
422
$577K 0.02%
+6,808
423
$575K 0.02%
6,382
-248
424
$572K 0.02%
30,931
+12,959
425
$569K 0.02%
4,798
+2,390
15 16
17
18 19