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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
676
$935K 0.01%
+15,665
677
$934K 0.01%
+5,624
678
$918K 0.01%
5,481
-228
679
$914K 0.01%
+2,828
680
$912K 0.01%
+5,102
681
$911K 0.01%
13,512
+1,943
682
$910K 0.01%
18,560
-1,684
683
$904K 0.01%
19,268
-1,858
684
$903K 0.01%
+13,242
685
$897K 0.01%
+21,687
686
$896K 0.01%
15,500
+4,771
687
$891K 0.01%
+35,497
688
$891K 0.01%
3,253
+183
689
$891K 0.01%
+17,038
690
$890K 0.01%
+5,532
691
$886K 0.01%
+61,464
692
$883K 0.01%
25,690
+3,072
693
$883K 0.01%
8,268
-4,422
694
$883K 0.01%
8,027
+156
695
$882K 0.01%
75,994
+11,275
696
$874K 0.01%
10,615
+206
697
$869K 0.01%
581
-27
698
$869K 0.01%
2,847
-75
699
$867K 0.01%
+25,033
700
$859K 0.01%
54,056
+2,977
26 27
28
29 30