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
551
$286K 0.01%
6,204
+1,120
552
$285K 0.01%
+1,156
553
$284K 0.01%
+5,013
554
$283K 0.01%
545
-73
555
$279K 0.01%
2,903
-331
556
$275K 0.01%
261
-18
557
$268K 0.01%
1,318
-20
558
$267K 0.01%
+8,544
559
$267K 0.01%
+3,606
560
$267K 0.01%
+962
561
$266K 0.01%
3,296
-522
562
$265K 0.01%
3,955
-16,846
563
$265K 0.01%
3,534
-57
564
$264K 0.01%
4,656
+371
565
$262K 0.01%
15,315
+5,179
566
$262K 0.01%
8,168
-291
567
$262K 0.01%
+4,047
568
$259K 0.01%
3,623
-31
569
$257K 0.01%
+5,816
570
$255K 0.01%
15,538
+4,397
571
$255K 0.01%
1,153
-64
572
$254K 0.01%
+3,173
573
$253K 0.01%
1,232
-2
574
$252K 0.01%
+1,579
575
$251K 0.01%
6,988
-180
21 22
23
24 25