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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
1001
$359K 0.01%
2,307
+179
1002
$359K 0.01%
9,190
1003
$358K 0.01%
1,487
-4,989
1004
$358K 0.01%
+7,611
1005
$357K 0.01%
+13,320
1006
$357K 0.01%
+9,444
1007
$355K 0.01%
10,182
-6,097
1008
$354K 0.01%
3,795
+773
1009
$354K 0.01%
6,543
-85
1010
$353K 0.01%
+11,600
1011
$353K 0.01%
7,157
-23,708
1012
$353K 0.01%
7,976
-22,782
1013
$351K 0.01%
2,054
+22
1014
$347K 0.01%
2,946
+376
1015
$347K 0.01%
25,359
-1,050
1016
$345K 0.01%
712
-2
1017
$345K 0.01%
+37,975
1018
$345K 0.01%
+6,009
1019
$344K 0.01%
+6,845
1020
$343K 0.01%
13,747
+1,132
1021
$342K 0.01%
+26,030
1022
$342K 0.01%
+8,158
1023
$339K 0.01%
+18,006
1024
$337K 0.01%
+51,715
1025
$336K 0.01%
3,264
+66
39 40
41
42 43