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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
401
$2.71M 0.04%
3,777
+305
402
$2.71M 0.04%
+27,115
403
$2.7M 0.04%
+379,829
404
$2.68M 0.04%
+11,479
405
$2.67M 0.04%
12,093
-75
406
$2.67M 0.04%
8,658
-11
407
$2.66M 0.04%
+37,157
408
$2.66M 0.04%
28,112
+809
409
$2.65M 0.04%
+82,135
410
$2.65M 0.04%
55,595
+2,602
411
$2.63M 0.04%
25,895
+5,249
412
$2.62M 0.04%
18,155
+8,355
413
$2.61M 0.04%
+51,830
414
$2.61M 0.04%
32,554
+191
415
$2.61M 0.04%
23,350
-22,405
416
$2.6M 0.04%
3,801
+88
417
$2.58M 0.04%
210,145
+31,067
418
$2.58M 0.04%
15,411
-6,096
419
$2.57M 0.04%
+132,045
420
$2.54M 0.04%
+29,914
421
$2.54M 0.04%
11,064
-36
422
$2.53M 0.04%
9,330
-183
423
$2.51M 0.04%
18,443
-132
424
$2.51M 0.04%
+68,688
425
$2.51M 0.04%
44,162
+7,604
15 16
17
18 19