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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
751
$732K 0.01%
+18,979
752
$732K 0.01%
58,091
-4,710
753
$725K 0.01%
+25,233
754
$724K 0.01%
2,592
+949
755
$721K 0.01%
6,954
-406
756
$718K 0.01%
3,348
+1,533
757
$717K 0.01%
7,118
-2,344
758
$717K 0.01%
13,164
+490
759
$716K 0.01%
+18,735
760
$712K 0.01%
2,111
-40
761
$712K 0.01%
+26,000
762
$708K 0.01%
+10,889
763
$707K 0.01%
3,765
-10
764
$706K 0.01%
27,096
+1,454
765
$701K 0.01%
+21,666
766
$697K 0.01%
+12,356
767
$696K 0.01%
19,033
+3,421
768
$695K 0.01%
5,129
+171
769
$693K 0.01%
15,464
+324
770
$693K 0.01%
8,590
+779
771
$692K 0.01%
59,637
+9,533
772
$691K 0.01%
13,224
+1,184
773
$690K 0.01%
29,652
+695
774
$689K 0.01%
+960
775
$688K 0.01%
6,593
-142
29 30
31
32 33