SF

Summit Financial Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.35M
3
+$2.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.23M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.23M

Top Sells

1
+$8.34M
2
+$1.42M
3
+$1.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$849K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$569K

Sector Composition

1 Technology 0.17%
2 Financials 0.1%
3 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.03%
+1,104
52
$201K 0.03%
5,028
-3,253
53
– –
-1,903
1 2
3