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
426
$562K 0.02%
5,805
+1,366
427
$557K 0.02%
4,752
+2,996
428
$554K 0.02%
9,507
-2,659
429
$549K 0.02%
+27,547
430
$548K 0.02%
44,688
-2,094
431
$547K 0.02%
13,633
+1,785
432
$545K 0.02%
8,182
+76
433
$545K 0.02%
3,395
+47
434
$544K 0.02%
4,315
+1,839
435
$541K 0.02%
+1,713
436
$540K 0.02%
3,189
-1,179
437
$539K 0.02%
+11,380
438
$538K 0.02%
1,121
-13
439
$534K 0.02%
5,889
+730
440
$533K 0.02%
2,537
+990
441
$532K 0.02%
6,275
+413
442
$530K 0.02%
4,598
+206
443
$527K 0.02%
+11,438
444
$526K 0.02%
+15,003
445
$521K 0.02%
5,175
446
$520K 0.02%
4,704
+248
447
$517K 0.02%
8,860
-216
448
$515K 0.02%
2,029
-28
449
$510K 0.02%
6,033
+630
450
$503K 0.02%
9,686
+287
16 17
18
19 20