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
$2.85B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.7M
3
+$9.33M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.98M
5
AAPL icon
Apple
AAPL
+$7.77M

Top Sells

1
+$57.3M
2
+$3.23M
3
+$2.88M
4
DKNG icon
DraftKings
DKNG
+$2.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.11M

Sector Composition

1 Technology 10.68%
2 Financials 4.96%
3 Consumer Discretionary 4.94%
4 Energy 4.12%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.2M 0.36%
55,204
+7,311
52
$9.63M 0.34%
12,468
+5,984
53
$9.55M 0.33%
72,456
+531
54
$9.39M 0.33%
24,129
+3,555
55
$9.37M 0.33%
175,867
+80,663
56
$9.35M 0.33%
49,101
+3,742
57
$9.11M 0.32%
51,983
+8,700
58
$8.83M 0.31%
24,456
+17,196
59
$8.51M 0.3%
311,603
+275,174
60
$8.48M 0.3%
47,745
+7,664
61
$8.44M 0.3%
66,138
+621
62
$8.08M 0.28%
243,335
-6,733
63
$8.08M 0.28%
92,488
-37,020
64
$7.99M 0.28%
86,469
-8,544
65
$7.93M 0.28%
326,363
+21,945
66
$7.88M 0.28%
54,457
+10,854
67
$7.76M 0.27%
34,347
+4,679
68
$7.72M 0.27%
150,172
+108,454
69
$7.67M 0.27%
297,062
+88,708
70
$7.5M 0.26%
10,532
-2,250
71
$7.44M 0.26%
37,582
+9,612
72
$7.43M 0.26%
+400,623
73
$7.42M 0.26%
10,535
-119
74
$7.39M 0.26%
30,538
+3,025
75
$7.32M 0.26%
147,227
+9,733
1 2
3
4 5