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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
1051
$309K ﹤0.01%
+12,148
1052
$309K ﹤0.01%
+1,738
1053
$309K ﹤0.01%
3,234
-111
1054
$309K ﹤0.01%
+9,786
1055
$308K ﹤0.01%
+4,756
1056
$307K ﹤0.01%
7,080
+251
1057
$305K ﹤0.01%
1,205
-24
1058
$304K ﹤0.01%
20,408
+1,408
1059
$302K ﹤0.01%
+56,073
1060
$302K ﹤0.01%
3,064
+617
1061
$301K ﹤0.01%
57,197
+300
1062
$301K ﹤0.01%
6,157
-4,501
1063
$300K ﹤0.01%
2,763
-74
1064
$297K ﹤0.01%
+5,899
1065
$297K ﹤0.01%
+19,901
1066
$295K ﹤0.01%
+14,393
1067
$295K ﹤0.01%
4,077
+313
1068
$294K ﹤0.01%
+33,529
1069
$293K ﹤0.01%
3,256
+70
1070
$292K ﹤0.01%
3,508
+3
1071
$291K ﹤0.01%
+3,425
1072
$291K ﹤0.01%
+3,568
1073
$291K ﹤0.01%
+11,870
1074
$290K ﹤0.01%
+20,364
1075
$290K ﹤0.01%
3,487
+5
41 42
43
44 45