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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
876
$508K 0.01%
+11,447
877
$507K 0.01%
8,896
-157
878
$506K 0.01%
3,653
+68
879
$502K 0.01%
3,956
-9
880
$502K 0.01%
27,560
+14
881
$501K 0.01%
1,186
+283
882
$498K 0.01%
+8,173
883
$498K 0.01%
10,686
+2,140
884
$495K 0.01%
9,824
-2,960
885
$495K 0.01%
3,456
-1,468
886
$491K 0.01%
5,989
+154
887
$490K 0.01%
+9,865
888
$489K 0.01%
12,727
-16
889
$487K 0.01%
+12,398
890
$485K 0.01%
7,934
+115
891
$484K 0.01%
12,521
-12,520
892
$482K 0.01%
6,867
+1,189
893
$481K 0.01%
3,365
+85
894
$481K 0.01%
+10,200
895
$479K 0.01%
+38,858
896
$478K 0.01%
1,836
-65
897
$477K 0.01%
+7,953
898
$477K 0.01%
5,319
-3,539
899
$476K 0.01%
6,027
+2,800
900
$475K 0.01%
+13,902
34 35
36
37 38