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
501
$359K 0.01%
1,409
+227
502
$358K 0.01%
4,918
-651
503
$352K 0.01%
3,154
+650
504
$351K 0.01%
1,923
+46
505
$350K 0.01%
+15,549
506
$349K 0.01%
1,001
+106
507
$348K 0.01%
+3,940
508
$346K 0.01%
+3,992
509
$346K 0.01%
+1,480
510
$344K 0.01%
43,728
-6
511
$343K 0.01%
15,978
-963
512
$343K 0.01%
1,345
+16
513
$342K 0.01%
1,420
-360
514
$341K 0.01%
1,987
-534
515
$336K 0.01%
710
+211
516
$335K 0.01%
3,032
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517
$335K 0.01%
2,322
-61
518
$333K 0.01%
+3,892
519
$328K 0.01%
6,177
+2,158
520
$325K 0.01%
10,212
+1,311
521
$323K 0.01%
3,943
-2,147
522
$322K 0.01%
+9,190
523
$321K 0.01%
6,499
+30
524
$319K 0.01%
13,378
-586
525
$318K 0.01%
2,585
-20
19 20
21
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