SF

Summit Financial Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$856M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$36.7M
3
+$28.3M
4
AAPL icon
Apple
AAPL
+$28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$24M

Top Sells

1
+$32.4M
2
+$25.9M
3
+$21.2M
4
GMED icon
Globus Medical
GMED
+$7.17M
5
CAT icon
Caterpillar
CAT
+$6.6M

Sector Composition

1 Technology 10.55%
2 Financials 6.58%
3 Consumer Discretionary 3.58%
4 Healthcare 2.77%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$566K 0.01%
7,134
+420
552
$558K 0.01%
50,104
-3,495
553
$552K 0.01%
4,563
+243
554
$552K 0.01%
1,440
+105
555
$548K 0.01%
3,342
-126
556
$546K 0.01%
6,487
+321
557
$545K 0.01%
4,572
-2,378
558
$542K 0.01%
605
-307
559
$540K 0.01%
6,975
+1,356
560
$539K 0.01%
15,612
-689
561
$536K 0.01%
7,811
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562
$534K 0.01%
12,743
-28
563
$532K 0.01%
4,611
-1,331
564
$529K 0.01%
17,679
+1,631
565
$529K 0.01%
1,398
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566
$528K 0.01%
10,729
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567
$526K 0.01%
4,416
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568
$525K 0.01%
3,947
-400
569
$519K 0.01%
1,678
+130
570
$519K 0.01%
10,658
-81
571
$512K 0.01%
1,709
+81
572
$501K 0.01%
9,053
+2
573
$500K 0.01%
+57,122
574
$499K 0.01%
4,856
-139
575
$498K 0.01%
9,656
+891
21 22
23
24 25