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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
926
$433K 0.01%
3,513
-3
927
$432K 0.01%
25,042
+3,512
928
$432K 0.01%
2,443
+122
929
$432K 0.01%
4,378
+21
930
$431K 0.01%
1,962
+168
931
$430K 0.01%
+3,460
932
$428K 0.01%
6,825
-330
933
$427K 0.01%
+10,875
934
$426K 0.01%
7,335
-935
935
$426K 0.01%
+14,191
936
$426K 0.01%
+11,277
937
$426K 0.01%
+7,405
938
$425K 0.01%
+6,897
939
$425K 0.01%
+8,185
940
$424K 0.01%
+11,826
941
$422K 0.01%
12,842
942
$421K 0.01%
5,092
+133
943
$421K 0.01%
1,985
+344
944
$420K 0.01%
+7,377
945
$418K 0.01%
15,361
+359
946
$418K 0.01%
29,270
947
$416K 0.01%
9,242
+610
948
$414K 0.01%
+13,205
949
$412K 0.01%
4,900
-1,927
950
$411K 0.01%
17,652
36 37
38
39 40