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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
601
$1.18M 0.02%
59,271
-2,589
602
$1.18M 0.02%
40,777
+966
603
$1.18M 0.02%
41,596
-461
604
$1.17M 0.02%
21,670
-533
605
$1.17M 0.02%
490,585
+460,383
606
$1.17M 0.02%
+136,303
607
$1.17M 0.02%
+15,547
608
$1.16M 0.02%
10,095
-371
609
$1.15M 0.02%
+57,250
610
$1.14M 0.02%
+29,960
611
$1.14M 0.02%
40,195
-90
612
$1.14M 0.02%
24,637
+10,145
613
$1.14M 0.02%
9,502
-28,780
614
$1.13M 0.02%
+16,460
615
$1.13M 0.02%
6,695
+82
616
$1.13M 0.02%
8,499
-123
617
$1.12M 0.02%
11,723
+1
618
$1.12M 0.02%
6,697
-15
619
$1.11M 0.02%
28,401
-3,381
620
$1.11M 0.02%
23,554
+2,433
621
$1.11M 0.02%
+107,351
622
$1.1M 0.02%
+31,775
623
$1.1M 0.02%
2,221
+71
624
$1.09M 0.02%
25,227
+9,674
625
$1.09M 0.02%
+52,985
23 24
25
26 27