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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
476
$2.04M 0.03%
8,702
+1,152
477
$2.04M 0.03%
5,582
-66
478
$2.04M 0.03%
31,053
+476
479
$2.02M 0.03%
+35,263
480
$2.01M 0.03%
+84,622
481
$2M 0.03%
80,983
+68,285
482
$1.99M 0.03%
43,278
+7,346
483
$1.98M 0.03%
32,589
+675
484
$1.97M 0.03%
43,067
-352
485
$1.95M 0.03%
40,380
+1,578
486
$1.89M 0.03%
+61,263
487
$1.88M 0.03%
125,259
+20,315
488
$1.88M 0.03%
16,336
+5,317
489
$1.88M 0.03%
22,195
-149
490
$1.88M 0.03%
71,116
-4,408
491
$1.88M 0.03%
504,050
+47,350
492
$1.87M 0.03%
5,294
-29
493
$1.86M 0.03%
7,765
+2,108
494
$1.86M 0.03%
+72,938
495
$1.85M 0.03%
+7,613
496
$1.85M 0.03%
+23,688
497
$1.84M 0.03%
+15,290
498
$1.83M 0.03%
23,309
-12,865
499
$1.82M 0.03%
+50,239
500
$1.82M 0.03%
+17,342
18 19
20
21 22