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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
851
$570K 0.01%
8,427
-177
852
$570K 0.01%
15,863
-2,828
853
$567K 0.01%
+27,509
854
$561K 0.01%
3,963
+16
855
$560K 0.01%
+3,848
856
$560K 0.01%
4,446
+30
857
$559K 0.01%
3,194
-148
858
$555K 0.01%
10,039
+383
859
$552K 0.01%
+36,326
860
$551K 0.01%
9,926
-1,119
861
$550K 0.01%
1,776
-954
862
$547K 0.01%
+30,759
863
$542K 0.01%
7,877
+1,099
864
$541K 0.01%
35,459
-33,773
865
$541K 0.01%
6,483
-4
866
$538K 0.01%
7,469
-235
867
$537K 0.01%
1,719
+10
868
$535K 0.01%
+41,020
869
$531K 0.01%
3,734
+239
870
$526K 0.01%
15,659
+333
871
$523K 0.01%
1,680
872
$520K 0.01%
57,122
873
$518K 0.01%
+40,528
874
$511K 0.01%
+12,130
875
$511K 0.01%
2,585
+110
33 34
35
36 37