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
576
$251K 0.01%
+707
577
$249K 0.01%
6,626
-480
578
$249K 0.01%
4,742
+141
579
$246K 0.01%
+1,422
580
$246K 0.01%
+2,093
581
$244K 0.01%
7,128
+2,218
582
$243K 0.01%
1,083
+34
583
$243K 0.01%
+2,927
584
$242K 0.01%
3,148
-1,599
585
$241K 0.01%
+2,040
586
$239K 0.01%
4,896
+34
587
$235K 0.01%
655
+44
588
$233K 0.01%
+12,172
589
$232K 0.01%
3,703
-63
590
$231K 0.01%
+26,034
591
$230K 0.01%
+7,510
592
$229K 0.01%
+928
593
$227K 0.01%
+2,464
594
$226K 0.01%
840
-498
595
$226K 0.01%
1,676
+37
596
$225K 0.01%
+6,121
597
$225K 0.01%
+495
598
$224K 0.01%
1,488
-4
599
$224K 0.01%
+774
600
$224K 0.01%
2,618
22 23
24
25 26