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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
1076
$290K ﹤0.01%
10,558
+653
1077
$288K ﹤0.01%
+28,749
1078
$288K ﹤0.01%
+15,992
1079
$288K ﹤0.01%
302
-18
1080
$287K ﹤0.01%
+998
1081
$283K ﹤0.01%
1,686
-64
1082
$283K ﹤0.01%
2,501
-7
1083
$281K ﹤0.01%
1,104
-65
1084
$281K ﹤0.01%
2,935
1085
$279K ﹤0.01%
1,076
-35
1086
$278K ﹤0.01%
1,058
+337
1087
$277K ﹤0.01%
+7,419
1088
$276K ﹤0.01%
6,215
-235
1089
$274K ﹤0.01%
4,074
-353
1090
$274K ﹤0.01%
1,691
-17
1091
$273K ﹤0.01%
30,167
+2,866
1092
$273K ﹤0.01%
+31,269
1093
$272K ﹤0.01%
23,436
-141
1094
$271K ﹤0.01%
+13,578
1095
$269K ﹤0.01%
+2,409
1096
$269K ﹤0.01%
11,691
+3,128
1097
$268K ﹤0.01%
+15,845
1098
$267K ﹤0.01%
+2,043
1099
$266K ﹤0.01%
3,708
+446
1100
$265K ﹤0.01%
8,292
+168
42 43
44
45 46