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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
901
$473K 0.01%
+25,205
902
$472K 0.01%
2,634
-1,070
903
$469K 0.01%
+16,485
904
$469K 0.01%
+12,867
905
$466K 0.01%
1,516
+85
906
$466K 0.01%
1,612
-22
907
$465K 0.01%
+6,087
908
$461K 0.01%
9,413
-1,613
909
$459K 0.01%
2,455
+367
910
$458K 0.01%
18,740
911
$455K 0.01%
+7,681
912
$454K 0.01%
1,429
-249
913
$449K 0.01%
2,863
-21
914
$449K 0.01%
+4,937
915
$447K 0.01%
4,464
-1,139
916
$445K 0.01%
3,415
+1,451
917
$443K 0.01%
22,963
+155
918
$441K 0.01%
2,960
-185
919
$440K 0.01%
+2,911
920
$440K 0.01%
48,281
+12,567
921
$440K 0.01%
+7,276
922
$439K 0.01%
3,114
+193
923
$439K 0.01%
2,886
+224
924
$435K 0.01%
+9,375
925
$435K 0.01%
+18,853
35 36
37
38 39