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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
76
$16.5M 0.25%
+625,385
77
$16.5M 0.25%
58,490
+1,427
78
$16.3M 0.25%
47,690
+5,541
79
$15.8M 0.24%
112,405
+9,158
80
$15.7M 0.24%
67,890
+2,235
81
$15.7M 0.24%
1,022,784
-3,879
82
$15.4M 0.24%
192,255
-115,874
83
$15.3M 0.23%
+194,126
84
$15.2M 0.23%
606,155
-6,755
85
$15.1M 0.23%
283,802
+6,879
86
$14.9M 0.23%
+397,777
87
$14.6M 0.22%
52,058
+5,417
88
$13.8M 0.21%
+522,212
89
$13.8M 0.21%
523,503
+48,687
90
$13.8M 0.21%
33,951
+1,939
91
$13.7M 0.21%
97,254
+7,182
92
$13.6M 0.21%
48,695
+5,533
93
$13.4M 0.2%
+178,514
94
$13.3M 0.2%
+479,740
95
$13.2M 0.2%
+260,640
96
$13.2M 0.2%
481,701
+76,244
97
$13.1M 0.2%
+440,385
98
$13M 0.2%
+107,470
99
$13M 0.2%
+227,244
100
$12.8M 0.2%
+83,000
2 3
4
5 6