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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
526
$1.6M 0.02%
62,739
+133
527
$1.59M 0.02%
19,342
+2,450
528
$1.58M 0.02%
32,253
+26,880
529
$1.58M 0.02%
+10,282
530
$1.57M 0.02%
92,501
-2
531
$1.56M 0.02%
43,051
+19,129
532
$1.56M 0.02%
13,321
+265
533
$1.55M 0.02%
6,289
-84
534
$1.55M 0.02%
+23,963
535
$1.55M 0.02%
4,776
-756
536
$1.54M 0.02%
30,442
-3,026
537
$1.53M 0.02%
+58,138
538
$1.52M 0.02%
+36,155
539
$1.52M 0.02%
+17,906
540
$1.51M 0.02%
+46,827
541
$1.51M 0.02%
42,459
+7,487
542
$1.51M 0.02%
+28,854
543
$1.5M 0.02%
7,905
+124
544
$1.5M 0.02%
+40,221
545
$1.49M 0.02%
+13,300
546
$1.49M 0.02%
13,305
+321
547
$1.48M 0.02%
+29,179
548
$1.47M 0.02%
71,975
+8,322
549
$1.47M 0.02%
+24,014
550
$1.47M 0.02%
+21,600
20 21
22
23 24