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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
426
$2.49M 0.04%
254,621
+42,160
427
$2.47M 0.04%
10,066
+30
428
$2.46M 0.04%
+302,682
429
$2.46M 0.04%
+65,777
430
$2.45M 0.04%
5,809
-5
431
$2.45M 0.04%
+34,976
432
$2.45M 0.04%
+64,887
433
$2.43M 0.04%
64,909
+7,683
434
$2.42M 0.04%
18,079
+10,174
435
$2.4M 0.04%
20,054
+495
436
$2.39M 0.04%
+47,944
437
$2.37M 0.04%
31,372
+3,803
438
$2.35M 0.04%
+97,663
439
$2.31M 0.04%
55,274
-448
440
$2.31M 0.04%
6,606
+76
441
$2.31M 0.04%
+44,543
442
$2.29M 0.03%
11,690
+899
443
$2.29M 0.03%
+71,134
444
$2.28M 0.03%
18,463
+339
445
$2.28M 0.03%
12,776
-2,406
446
$2.28M 0.03%
9,278
-301
447
$2.27M 0.03%
19,805
+9,810
448
$2.26M 0.03%
+44,531
449
$2.26M 0.03%
6,863
-16
450
$2.25M 0.03%
+15,041
16 17
18
19 20