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
26
$16.9M 0.59%
70,297
+1,787
27
$16.8M 0.59%
18,885
-899
28
$16.5M 0.58%
62,524
+4,922
29
$15.2M 0.53%
251,958
-949,463
30
$15.1M 0.53%
37,656
+2,768
31
$14M 0.49%
277,540
+231,917
32
$13.8M 0.48%
275,835
+19,529
33
$13.7M 0.48%
37,737
+853
34
$13.6M 0.48%
154,226
+15,347
35
$13.4M 0.47%
685,525
+476,308
36
$13.4M 0.47%
125,890
+7,071
37
$13.2M 0.46%
122,310
+34,683
38
$13M 0.46%
41,139
+2,942
39
$12.7M 0.45%
98,756
+20,554
40
$12.5M 0.44%
24,729
+1,201
41
$12.2M 0.43%
196,460
+4,382
42
$12M 0.42%
232,384
+33,615
43
$11.9M 0.42%
228,424
+685
44
$11.3M 0.39%
255,737
+12,689
45
$11.1M 0.39%
67,783
+1,258
46
$10.9M 0.38%
213,064
+24,682
47
$10.8M 0.38%
239,651
+55,633
48
$10.6M 0.37%
26,195
+450
49
$10.3M 0.36%
127,831
+12,854
50
$10.2M 0.36%
102,099
+25,997
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