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
451
$499K 0.02%
3,576
+564
452
$493K 0.02%
1,645
-65
453
$489K 0.02%
+5,277
454
$486K 0.02%
+7,622
455
$481K 0.02%
6,836
456
$479K 0.02%
10,980
+390
457
$476K 0.02%
12,749
+1
458
$475K 0.02%
4,672
+154
459
$474K 0.02%
3,910
+118
460
$470K 0.02%
4,154
-145
461
$468K 0.02%
8,208
+2,824
462
$467K 0.02%
3,451
463
$452K 0.02%
3,446
+404
464
$450K 0.02%
6,076
+288
465
$449K 0.02%
7,605
-17
466
$448K 0.02%
+11,818
467
$445K 0.02%
16,247
+541
468
$444K 0.02%
12,055
-3,776
469
$441K 0.02%
1,299
+251
470
$439K 0.02%
4,515
+725
471
$431K 0.02%
+8,606
472
$431K 0.02%
3,762
+150
473
$423K 0.01%
+27,913
474
$416K 0.01%
130
-4
475
$413K 0.01%
1,980
+170
17 18
19
20 21