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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
51
$22.9M 0.35%
110,778
+104,145
52
$22.7M 0.35%
+349,590
53
$22.2M 0.34%
152,462
+3,340
54
$22.1M 0.34%
+447,060
55
$21.4M 0.33%
216,312
-30,070
56
$20.7M 0.32%
44,623
+2,240
57
$20.7M 0.32%
+388,586
58
$20.1M 0.31%
362,645
+36,183
59
$20M 0.31%
+526,182
60
$20M 0.31%
274,907
+132
61
$20M 0.31%
368,877
+25,056
62
$19.9M 0.3%
+779,796
63
$18.7M 0.29%
52,740
-17,137
64
$18.5M 0.28%
360,560
-349,147
65
$18.3M 0.28%
+395,871
66
$18.3M 0.28%
98,506
+2,143
67
$18.2M 0.28%
161,507
+13,144
68
$18.1M 0.28%
+126,646
69
$17.6M 0.27%
+224,064
70
$17.6M 0.27%
147,692
+60,739
71
$17.5M 0.27%
149,088
+2,092
72
$17.2M 0.26%
298,970
+89,844
73
$17.2M 0.26%
260,452
+7,309
74
$17.1M 0.26%
70,733
+7,311
75
$17.1M 0.26%
+383,062
1 2
3
4 5