SF

Summit Financial Portfolio holdings

AUM $6.55B
1-Year Est. Return 19.04%
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.1M
3
+$3.06M
4
AAPL icon
Apple
AAPL
+$2.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.78M

Top Sells

1
+$4.88M
2
+$2.12M
3
+$920K
4
CMG icon
Chipotle Mexican Grill
CMG
+$710K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$599K

Sector Composition

1 Consumer Discretionary 5.52%
2 Technology 4.47%
3 Financials 1.83%
4 Healthcare 1.52%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.12%
5,319
+2,862
77
$1.55M 0.12%
34,740
+2,242
78
$1.52M 0.12%
4,357
+1,281
79
$1.44M 0.11%
29,184
+6,536
80
$1.43M 0.11%
8,358
+1,691
81
$1.42M 0.11%
5,302
+1,202
82
$1.41M 0.11%
6,750
+2,483
83
$1.39M 0.11%
22,770
+1,366
84
$1.39M 0.11%
3,911
+977
85
$1.38M 0.11%
6,451
+1,764
86
$1.38M 0.11%
5,564
+689
87
$1.35M 0.1%
1,480
+579
88
$1.31M 0.1%
5,075
+1,292
89
$1.29M 0.1%
8,356
+3,799
90
$1.28M 0.1%
30,556
-6,414
91
$1.26M 0.1%
5,713
+2,458
92
$1.24M 0.09%
23,820
+622
93
$1.21M 0.09%
+32,179
94
$1.17M 0.09%
19,410
+1,680
95
$1.17M 0.09%
22,689
+7,641
96
$1.17M 0.09%
1,750
+480
97
$1.16M 0.09%
4,134
+135
98
$1.16M 0.09%
24,630
+7,755
99
$1.14M 0.09%
5,856
+1,675
100
$1.13M 0.09%
3,756
+1,010
2 3
4
5 6