SF

Summit Financial Portfolio holdings

AUM $6.55B
1-Year Est. Return 19.04%
This Quarter Est. Return
1 Year Est. Return
+19.04%
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
601
$223K 0.01%
+1,600
602
$223K 0.01%
2,876
+59
603
$222K 0.01%
1,927
604
$220K 0.01%
1,324
+81
605
$219K 0.01%
+2,600
606
$219K 0.01%
1,803
-236
607
$218K 0.01%
6,017
+347
608
$216K 0.01%
1,512
+52
609
$216K 0.01%
2,825
+5
610
$214K 0.01%
+4,414
611
$213K 0.01%
+5,197
612
$212K 0.01%
+2,301
613
$212K 0.01%
1,733
-336
614
$211K 0.01%
+1,836
615
$208K 0.01%
+4,891
616
$207K 0.01%
1,247
617
$205K 0.01%
+1,545
618
$204K 0.01%
1,869
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619
$204K 0.01%
+1,924
620
$203K 0.01%
+23,190
621
$202K 0.01%
+8,500
622
$201K 0.01%
+7,869
623
$185K 0.01%
10,409
+35
624
$171K 0.01%
12,203
625
$170K 0.01%
18,543
-618
23 24
25
26 27