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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
501
$1.81M 0.03%
+1,011,729
502
$1.77M 0.03%
+38,330
503
$1.76M 0.03%
49,645
+1,895
504
$1.76M 0.03%
81,495
+1,435
505
$1.74M 0.03%
+8,882
506
$1.73M 0.03%
6,743
+3,715
507
$1.73M 0.03%
43,565
+1,689
508
$1.72M 0.03%
+6,330
509
$1.72M 0.03%
51,300
-3,134
510
$1.72M 0.03%
7,269
+42
511
$1.71M 0.03%
109,888
+119
512
$1.71M 0.03%
3,520
-1,018
513
$1.7M 0.03%
22,166
+11,938
514
$1.7M 0.03%
7,850
+325
515
$1.69M 0.03%
166,856
+8,098
516
$1.68M 0.03%
40,014
+1,506
517
$1.68M 0.03%
61,915
+1,526
518
$1.67M 0.03%
+186,600
519
$1.67M 0.03%
6,400
+114
520
$1.66M 0.03%
+33,752
521
$1.65M 0.03%
+32,062
522
$1.65M 0.03%
444,748
-571,096
523
$1.63M 0.02%
28,613
+48
524
$1.63M 0.02%
+59,175
525
$1.62M 0.02%
2,663
-15
19 20
21
22 23