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
$4.42B
AUM Growth
+$856M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$36.7M
3
+$28.3M
4
AAPL icon
Apple
AAPL
+$28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$24M

Top Sells

1
+$32.4M
2
+$25.9M
3
+$21.2M
4
GMED icon
Globus Medical
GMED
+$7.17M
5
CAT icon
Caterpillar
CAT
+$6.6M

Sector Composition

1 Technology 10.55%
2 Financials 6.58%
3 Consumer Discretionary 3.58%
4 Healthcare 2.77%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$257K 0.01%
3,505
+505
727
$254K 0.01%
+3,227
728
$253K 0.01%
4,309
-110
729
$252K 0.01%
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730
$252K 0.01%
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731
$251K 0.01%
10,677
-71,577
732
$248K 0.01%
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733
$247K 0.01%
1,435
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734
$244K 0.01%
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736
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737
$243K 0.01%
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738
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739
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740
$240K 0.01%
9,415
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741
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744
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745
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746
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747
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748
$236K 0.01%
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749
$235K 0.01%
+8,271
750
$231K 0.01%
4,397
-489
28 29
30
31 32