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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
726
$783K 0.01%
13,300
+9,800
727
$780K 0.01%
7,416
+115
728
$779K 0.01%
65,174
+20,656
729
$774K 0.01%
2,769
+112
730
$772K 0.01%
6,461
+1,889
731
$772K 0.01%
40,817
732
$768K 0.01%
5,755
+449
733
$767K 0.01%
+35,331
734
$765K 0.01%
10,405
-42,036
735
$763K 0.01%
7,385
+1,402
736
$762K 0.01%
+3,123
737
$760K 0.01%
16,402
+368
738
$758K 0.01%
8,704
-426
739
$753K 0.01%
61,296
-2,835
740
$753K 0.01%
+12,728
741
$750K 0.01%
+22,321
742
$747K 0.01%
+18,508
743
$746K 0.01%
7,273
+622
744
$746K 0.01%
5,996
-691
745
$742K 0.01%
19,652
+8,421
746
$742K 0.01%
+14,850
747
$740K 0.01%
44,230
+2,087
748
$740K 0.01%
7,173
+506
749
$738K 0.01%
42,656
-3,787
750
$737K 0.01%
35,217
+534
28 29
30
31 32