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
526
$317K 0.01%
4,650
-16
527
$316K 0.01%
+1,110
528
$315K 0.01%
+4,162
529
$315K 0.01%
5,481
+492
530
$309K 0.01%
+2,333
531
$308K 0.01%
5,372
+349
532
$307K 0.01%
2,789
-53
533
$307K 0.01%
+5,540
534
$306K 0.01%
+4,344
535
$306K 0.01%
4,487
+2,041
536
$305K 0.01%
6,382
-16,211
537
$300K 0.01%
3,931
+65
538
$299K 0.01%
+3,373
539
$296K 0.01%
+5,143
540
$296K 0.01%
+1,470
541
$296K 0.01%
+1,581
542
$296K 0.01%
+15,536
543
$293K 0.01%
868
-27
544
$293K 0.01%
605
+3
545
$293K 0.01%
5,437
+224
546
$292K 0.01%
+3,664
547
$291K 0.01%
+5,555
548
$287K 0.01%
455
-11
549
$286K 0.01%
5,283
+1,317
550
$286K 0.01%
+2,431
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