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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
651
$1.03M 0.02%
+17,001
652
$1.02M 0.02%
6,994
-102
653
$1.02M 0.02%
1,591
-163
654
$1.01M 0.02%
15,061
+294
655
$1.01M 0.02%
+37,002
656
$1.01M 0.02%
11,247
+968
657
$1.01M 0.02%
54,049
658
$1M 0.02%
16,794
-163
659
$995K 0.02%
+225,633
660
$994K 0.02%
11,787
+1,712
661
$993K 0.02%
10,080
+3,832
662
$990K 0.02%
91,132
+2,801
663
$989K 0.02%
48,947
+11,085
664
$989K 0.02%
4,343
+2,359
665
$983K 0.02%
28,028
+1,454
666
$972K 0.01%
65,126
+4,799
667
$970K 0.01%
+21,910
668
$956K 0.01%
81,817
+1,910
669
$956K 0.01%
+9,166
670
$955K 0.01%
+20,888
671
$952K 0.01%
100,599
+2,293
672
$951K 0.01%
6,524
-763
673
$945K 0.01%
12,397
+957
674
$942K 0.01%
12,861
+478
675
$937K 0.01%
4,862
-571
25 26
27
28 29