We are live on ! Find out more
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
626
$1.08M 0.02%
2,276
+66
627
$1.08M 0.02%
+29,068
628
$1.07M 0.02%
+21,199
629
$1.07M 0.02%
4,525
+593
630
$1.07M 0.02%
11,728
+8,893
631
$1.07M 0.02%
+21,368
632
$1.06M 0.02%
+30,582
633
$1.06M 0.02%
10,474
+561
634
$1.06M 0.02%
+9,317
635
$1.06M 0.02%
16,554
636
$1.06M 0.02%
24,871
-761
637
$1.05M 0.02%
5,914
+103
638
$1.05M 0.02%
7,541
+1,006
639
$1.05M 0.02%
+9,408
640
$1.05M 0.02%
+47,253
641
$1.05M 0.02%
+54,469
642
$1.04M 0.02%
3,450
-296
643
$1.04M 0.02%
14,576
+139
644
$1.04M 0.02%
+31,936
645
$1.03M 0.02%
60,666
-2
646
$1.03M 0.02%
28,199
+15,010
647
$1.03M 0.02%
10,039
+1,762
648
$1.03M 0.02%
20,850
+2,075
649
$1.03M 0.02%
+26,024
650
$1.03M 0.02%
+22,446
24 25
26
27 28