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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
576
$1.31M 0.02%
+26,896
577
$1.31M 0.02%
6,594
+537
578
$1.31M 0.02%
20,905
-238
579
$1.3M 0.02%
14,830
-458
580
$1.29M 0.02%
1,337
+291
581
$1.28M 0.02%
+34,499
582
$1.28M 0.02%
21,277
+1,246
583
$1.26M 0.02%
43,678
+16,542
584
$1.25M 0.02%
6,487
-2,358
585
$1.24M 0.02%
+17,463
586
$1.24M 0.02%
+49,136
587
$1.24M 0.02%
+17,282
588
$1.22M 0.02%
+39,215
589
$1.22M 0.02%
15,201
-140
590
$1.21M 0.02%
18,424
-454
591
$1.21M 0.02%
4,649
+402
592
$1.2M 0.02%
5,964
+2,862
593
$1.2M 0.02%
8,591
+84
594
$1.19M 0.02%
+7,221
595
$1.19M 0.02%
+59,413
596
$1.19M 0.02%
11,711
-171
597
$1.19M 0.02%
10,761
+2,302
598
$1.19M 0.02%
+46,487
599
$1.19M 0.02%
+15,590
600
$1.19M 0.02%
18,718
-15,344
22 23
24
25 26