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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
26
$36.9M 0.56%
+1,441,585
27
$36.9M 0.56%
+1,739,411
28
$36.1M 0.55%
322,953
+32,282
29
$35.2M 0.54%
106,599
+3,436
30
$34.4M 0.52%
+1,552,485
31
$33.6M 0.51%
177,324
+6,430
32
$33.4M 0.51%
765,722
+48,294
33
$30.7M 0.47%
361,910
+13,238
34
$29M 0.44%
165,838
-61,235
35
$28.9M 0.44%
287,893
+46,785
36
$28.7M 0.44%
440,158
+56,342
37
$28.2M 0.43%
235,100
+14,720
38
$27.8M 0.42%
269,894
+21,101
39
$27.4M 0.42%
373,056
+28,980
40
$27.2M 0.41%
581,987
+67,238
41
$26.7M 0.41%
317,625
+45,994
42
$26.6M 0.41%
109,351
+12,082
43
$26.1M 0.4%
250,103
+15,122
44
$26.1M 0.4%
28,190
+683
45
$25M 0.38%
211,927
+3,436
46
$24.9M 0.38%
225,739
-66,727
47
$24.7M 0.38%
97,105
+12,273
48
$23.7M 0.36%
+1,010,855
49
$23.5M 0.36%
736,795
+228,134
50
$23.2M 0.35%
71,074
+65,207
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