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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
1026
$335K 0.01%
1,793
-1,967
1027
$334K 0.01%
2,347
+316
1028
$333K 0.01%
1,299
-187
1029
$330K 0.01%
3,640
+201
1030
$330K 0.01%
+5,331
1031
$330K 0.01%
5,523
-8
1032
$329K 0.01%
2,620
+96
1033
$326K 0.01%
+8,959
1034
$326K 0.01%
2,587
-231
1035
$324K 0.01%
+1,277
1036
$322K ﹤0.01%
+6,096
1037
$322K ﹤0.01%
3,214
+124
1038
$319K ﹤0.01%
1,194
-23
1039
$319K ﹤0.01%
4,890
+271
1040
$318K ﹤0.01%
4,054
-933
1041
$318K ﹤0.01%
4,761
+191
1042
$315K ﹤0.01%
2,347
-1,097
1043
$314K ﹤0.01%
+11,363
1044
$313K ﹤0.01%
+3,140
1045
$312K ﹤0.01%
1,777
-185
1046
$312K ﹤0.01%
16,696
+658
1047
$311K ﹤0.01%
5,305
-994
1048
$311K ﹤0.01%
+8,690
1049
$311K ﹤0.01%
7,197
-528
1050
$310K ﹤0.01%
+8,339
40 41
42
43 44