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
$711M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.13M
3
+$2.22M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.09M

Top Sells

1
+$7.83M
2
+$1.34M
3
+$1.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$792K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$516K

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