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
751
$230K 0.01%
+3,135
752
$230K 0.01%
3,028
+15
753
$230K 0.01%
+1,098
754
$227K 0.01%
11,149
+812
755
$226K 0.01%
+5,373
756
$226K 0.01%
3,676
+4
757
$225K 0.01%
+8,474
758
$224K 0.01%
+3,262
759
$223K 0.01%
2,332
+5
760
$223K 0.01%
2,991
+7
761
$222K 0.01%
+6,450
762
$221K 0.01%
+2,447
763
$221K 0.01%
+1,715
764
$220K 0.01%
+2,508
765
$219K ﹤0.01%
+16,492
766
$218K ﹤0.01%
+1,472
767
$218K ﹤0.01%
8,102
-6,125
768
$218K ﹤0.01%
+8,044
769
$217K ﹤0.01%
4,627
+44
770
$215K ﹤0.01%
1,881
-428
771
$214K ﹤0.01%
+26,404
772
$213K ﹤0.01%
+14,750
773
$212K ﹤0.01%
+5,536
774
$212K ﹤0.01%
+4,062
775
$211K ﹤0.01%
2,725
-3,000
29 30
31
32 33