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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
976
$379K 0.01%
1,990
-115
977
$379K 0.01%
+14,975
978
$378K 0.01%
+5,049
979
$378K 0.01%
+5,589
980
$376K 0.01%
9,817
-96
981
$376K 0.01%
20,517
-8,981
982
$375K 0.01%
3,384
+284
983
$375K 0.01%
8,293
+116
984
$373K 0.01%
+5,455
985
$373K 0.01%
1,204
-236
986
$373K 0.01%
6,600
-636
987
$373K 0.01%
8,924
988
$373K 0.01%
1,300
-111
989
$372K 0.01%
+10,678
990
$371K 0.01%
13,124
+2,447
991
$370K 0.01%
681
-6
992
$368K 0.01%
16,054
+3,131
993
$368K 0.01%
7,055
+477
994
$367K 0.01%
4,143
+87
995
$364K 0.01%
+15,187
996
$362K 0.01%
10,078
+1,694
997
$361K 0.01%
11,066
+1,363
998
$361K 0.01%
12,920
-111
999
$360K 0.01%
+2,807
1000
$360K 0.01%
+13,058
38 39
40
41 42