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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
951
$408K 0.01%
2,083
+559
952
$407K 0.01%
6,078
+870
953
$406K 0.01%
4,037
+811
954
$402K 0.01%
8,956
955
$401K 0.01%
8,337
+96
956
$400K 0.01%
7,532
+835
957
$400K 0.01%
+7,853
958
$398K 0.01%
4,129
-727
959
$396K 0.01%
4,967
-668
960
$396K 0.01%
+10,571
961
$396K 0.01%
+5,906
962
$395K 0.01%
15,921
963
$394K 0.01%
27,259
+845
964
$393K 0.01%
+110,333
965
$393K 0.01%
+2,456
966
$392K 0.01%
4,875
+670
967
$392K 0.01%
+10,006
968
$391K 0.01%
3,884
-132
969
$390K 0.01%
+2,425
970
$389K 0.01%
+25,943
971
$386K 0.01%
+8,974
972
$386K 0.01%
2,268
+270
973
$383K 0.01%
+43,072
974
$382K 0.01%
1,760
-25
975
$380K 0.01%
12,946
-369
37 38
39
40 41