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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
701
$859K 0.01%
+12,436
702
$856K 0.01%
+31,548
703
$850K 0.01%
+36,798
704
$841K 0.01%
8,719
+1,586
705
$834K 0.01%
9,613
+1,623
706
$833K 0.01%
4,816
+915
707
$826K 0.01%
8,682
+725
708
$823K 0.01%
+8,517
709
$823K 0.01%
6,863
-455
710
$822K 0.01%
2,852
-4
711
$820K 0.01%
+42,521
712
$815K 0.01%
9,096
-268
713
$814K 0.01%
3,014
-149
714
$809K 0.01%
+12,412
715
$804K 0.01%
+20,854
716
$803K 0.01%
2,028
-298
717
$800K 0.01%
15,299
+2,959
718
$798K 0.01%
3,734
+25
719
$797K 0.01%
+19,976
720
$797K 0.01%
+15,413
721
$796K 0.01%
32,125
+956
722
$794K 0.01%
+8,472
723
$794K 0.01%
13,216
+1,350
724
$791K 0.01%
59,727
-145
725
$787K 0.01%
+17,122
27 28
29
30 31