SF

Summit Financial Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$856M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$36.7M
3
+$28.3M
4
AAPL icon
Apple
AAPL
+$28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$24M

Top Sells

1
+$32.4M
2
+$25.9M
3
+$21.2M
4
GMED icon
Globus Medical
GMED
+$7.17M
5
CAT icon
Caterpillar
CAT
+$6.6M

Sector Composition

1 Technology 10.55%
2 Financials 6.58%
3 Consumer Discretionary 3.58%
4 Healthcare 2.77%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$749K 0.02%
4,801
-177
477
$747K 0.02%
7,957
-357
478
$746K 0.02%
+40,817
479
$746K 0.02%
7,287
-187
480
$744K 0.02%
59,872
+95
481
$743K 0.02%
10,228
-885
482
$743K 0.02%
11,866
+2,821
483
$739K 0.02%
12,674
+362
484
$739K 0.02%
+37,862
485
$738K 0.02%
12,453
+4,505
486
$733K 0.02%
2,922
+12
487
$729K 0.02%
+64,719
488
$728K 0.02%
3,028
+1,347
489
$727K 0.02%
14,248
+216
490
$726K 0.02%
34,683
-4,635
491
$724K 0.02%
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492
$722K 0.02%
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-12
493
$711K 0.02%
+27,136
494
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1,206
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495
$690K 0.02%
7,990
-18,601
496
$688K 0.02%
864
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497
$683K 0.02%
16,034
+3,445
498
$682K 0.02%
3,171
-334
499
$680K 0.02%
3,901
+761
500
$677K 0.02%
4,924
-14,284
18 19
20
21 22