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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
826
$614K 0.01%
+4,759
827
$612K 0.01%
+22,031
828
$608K 0.01%
8,166
+1,032
829
$608K 0.01%
17,638
-41
830
$605K 0.01%
+23,129
831
$603K 0.01%
1,418
+29
832
$603K 0.01%
25,197
+1,475
833
$601K 0.01%
+9,772
834
$597K 0.01%
41,928
835
$597K 0.01%
3,177
-149
836
$594K 0.01%
1,394
-46
837
$592K 0.01%
755
-109
838
$591K 0.01%
+27,190
839
$589K 0.01%
14,017
-4,894
840
$589K 0.01%
1,652
+37
841
$588K 0.01%
7,082
+1,229
842
$586K 0.01%
+16,305
843
$581K 0.01%
4,534
-29
844
$581K 0.01%
4,316
-344
845
$577K 0.01%
24,582
-1,099
846
$577K 0.01%
+17,064
847
$576K 0.01%
+6,671
848
$572K 0.01%
+5,673
849
$571K 0.01%
+23,127
850
$571K 0.01%
+1,812
32 33
34
35 36