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
476
$411K 0.01%
3,065
+985
477
$410K 0.01%
41,411
-2,303
478
$408K 0.01%
1,740
-354
479
$407K 0.01%
2,100
-57
480
$406K 0.01%
2,621
481
$404K 0.01%
7,934
+146
482
$402K 0.01%
5,247
-1,425
483
$401K 0.01%
1,335
-50
484
$399K 0.01%
5,514
+462
485
$398K 0.01%
2,393
486
$396K 0.01%
5,655
487
$386K 0.01%
795
-61
488
$385K 0.01%
4,565
+83
489
$383K 0.01%
+17,556
490
$382K 0.01%
2,891
+173
491
$379K 0.01%
1,261
-51
492
$378K 0.01%
731
+26
493
$377K 0.01%
1,467
+12
494
$375K 0.01%
7,955
+142
495
$375K 0.01%
5,548
-27
496
$369K 0.01%
8,433
+86
497
$366K 0.01%
+6,746
498
$362K 0.01%
8,644
+152
499
$361K 0.01%
3,068
+1,017
500
$360K 0.01%
10,958
+2,498
18 19
20
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