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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
551
$1.46M 0.02%
+21,045
552
$1.46M 0.02%
22,307
+142
553
$1.46M 0.02%
+66,549
554
$1.44M 0.02%
21,279
+302
555
$1.42M 0.02%
9,176
+373
556
$1.42M 0.02%
+54,338
557
$1.41M 0.02%
118,327
558
$1.41M 0.02%
5,174
+801
559
$1.41M 0.02%
15,063
+96
560
$1.4M 0.02%
11,047
+155
561
$1.4M 0.02%
+10,151
562
$1.39M 0.02%
+53,656
563
$1.39M 0.02%
19,771
+115
564
$1.38M 0.02%
5,804
+13
565
$1.36M 0.02%
32,317
-742
566
$1.36M 0.02%
10,812
+4,365
567
$1.36M 0.02%
5,401
-204
568
$1.35M 0.02%
+18,703
569
$1.34M 0.02%
26,630
+489
570
$1.34M 0.02%
18,516
+3
571
$1.33M 0.02%
9,044
+501
572
$1.33M 0.02%
9,996
+605
573
$1.33M 0.02%
19,033
-3,092
574
$1.32M 0.02%
1,704
-94
575
$1.32M 0.02%
3,394
+16
21 22
23
24 25