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
676
$308K 0.01%
841
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$303K 0.01%
1,794
+112
678
$301K 0.01%
2,128
-7,341
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$301K 0.01%
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680
$300K 0.01%
7,725
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6,697
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$298K 0.01%
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683
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$296K 0.01%
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685
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686
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688
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$280K 0.01%
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699
$279K 0.01%
16,038
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$279K 0.01%
+3,022
26 27
28
29 30