SF

Summit Financial Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.7M
3
+$9.33M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.98M
5
AAPL icon
Apple
AAPL
+$7.77M

Top Sells

1
+$57.3M
2
+$3.23M
3
+$2.88M
4
DKNG icon
DraftKings
DKNG
+$2.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.11M

Sector Composition

1 Technology 10.68%
2 Financials 4.96%
3 Consumer Discretionary 4.94%
4 Energy 4.12%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.17M 0.25%
99,748
+7,604
77
$7.16M 0.25%
43,642
+31,746
78
$6.88M 0.24%
+69,116
79
$6.77M 0.24%
63,407
+1,483
80
$6.75M 0.24%
242,120
+43,664
81
$6.67M 0.23%
58,939
+8,986
82
$6.51M 0.23%
38,859
+2,482
83
$6.31M 0.22%
192,684
+26,125
84
$6.26M 0.22%
18,699
-521
85
$6.25M 0.22%
269,602
+82,150
86
$6.17M 0.22%
51,090
+20,283
87
$6.17M 0.22%
49,065
-353
88
$6.14M 0.22%
36,841
+7
89
$6.09M 0.21%
97,757
+10,005
90
$6.08M 0.21%
31,025
-1,662
91
$6.06M 0.21%
26,076
-4,900
92
$6.06M 0.21%
77,660
+30,059
93
$5.99M 0.21%
83,530
+7,076
94
$5.89M 0.21%
68,818
-1,295
95
$5.89M 0.21%
20,466
+996
96
$5.86M 0.21%
11,135
+1,665
97
$5.78M 0.2%
50,180
-3,967
98
$5.7M 0.2%
11,443
-158
99
$5.69M 0.2%
19,349
+2,502
100
$5.66M 0.2%
16,991
+116
2 3
4
5 6