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
626
$163K 0.01%
+43,492
627
$133K ﹤0.01%
+14,298
628
$122K ﹤0.01%
+10,838
629
$104K ﹤0.01%
+16,954
630
$102K ﹤0.01%
46,528
+7,150
631
$95.8K ﹤0.01%
23,778
+656
632
$82.4K ﹤0.01%
+18,065
633
$80.2K ﹤0.01%
+19,211
634
$78.9K ﹤0.01%
+29,010
635
$48.1K ﹤0.01%
20,550
-11,901
636
$32.2K ﹤0.01%
+12,659
637
– –
-2,035
638
– –
-6,463
639
– –
-6,289
640
– –
-926
641
– –
-10,801
642
– –
-1,255
643
– –
-6,325
644
– –
-2,138
645
– –
-11,890
646
– –
-2,340
647
– –
-919
648
– –
-9,609
649
– –
-2,070
650
– –
-376
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