SF

Summit Financial Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$856M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$36.7M
3
+$28.3M
4
AAPL icon
Apple
AAPL
+$28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$24M

Top Sells

1
+$32.4M
2
+$25.9M
3
+$21.2M
4
GMED icon
Globus Medical
GMED
+$7.17M
5
CAT icon
Caterpillar
CAT
+$6.6M

Sector Composition

1 Technology 10.55%
2 Financials 6.58%
3 Consumer Discretionary 3.58%
4 Healthcare 2.77%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$386K 0.01%
4,427
+23
627
$385K 0.01%
+4,016
628
$385K 0.01%
1,486
+68
629
$378K 0.01%
2,105
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630
$376K 0.01%
6,778
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631
$375K 0.01%
8,632
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632
$373K 0.01%
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$373K 0.01%
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634
$373K 0.01%
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635
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636
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637
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638
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$369K 0.01%
2,874
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640
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641
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643
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$356K 0.01%
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648
$353K 0.01%
6,628
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649
$351K 0.01%
714
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650
$347K 0.01%
9,190
24 25
26
27 28