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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
801
$639K 0.01%
+47,195
802
$639K 0.01%
15,177
-3,186
803
$638K 0.01%
+93,753
804
$638K 0.01%
+11,344
805
$637K 0.01%
+39,617
806
$636K 0.01%
2,963
-97
807
$633K 0.01%
17,025
+59
808
$632K 0.01%
+19,535
809
$631K 0.01%
1,191
-15
810
$630K 0.01%
1,792
-1,892
811
$627K 0.01%
46,231
+29,739
812
$627K 0.01%
+7,512
813
$626K 0.01%
146
+15
814
$623K 0.01%
+10,877
815
$623K 0.01%
+163,852
816
$621K 0.01%
10,033
-2,420
817
$620K 0.01%
+16,349
818
$620K 0.01%
2,081
-36
819
$619K 0.01%
+19,561
820
$618K 0.01%
981
+191
821
$618K 0.01%
+24,215
822
$618K 0.01%
9,110
-250
823
$618K 0.01%
1,491
+93
824
$615K 0.01%
12,076
+539
825
$614K 0.01%
+9,908
31 32
33
34 35