SF
Summit Financial Portfolio holdings
AUM
$4.42B
1-Year Return
16.79%
This Quarter Return
-14.22%
1 Year Return
+16.79%
3 Year Return
+69.35%
5 Year Return
+102.47%
10 Year Return
–
AUM
$515M
AUM Growth
–
Cap. Flow
+$515M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.43%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$253M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$106M |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$28M |
| 4 |
Vanguard Value ETF
VTV
|
$26.6M |
| 5 |
SPDR S&P Global Natural Resources ETF
GNR
|
$21.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 1.05% |
| 2 | Financials | 0.11% |
