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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
1101
$265K ﹤0.01%
2,283
+45
1102
$265K ﹤0.01%
+1,457
1103
$264K ﹤0.01%
5,418
-118
1104
$264K ﹤0.01%
3,355
+146
1105
$264K ﹤0.01%
4,104
-61
1106
$263K ﹤0.01%
+7,986
1107
$263K ﹤0.01%
+1,988
1108
$262K ﹤0.01%
+6,396
1109
$262K ﹤0.01%
3,895
-580
1110
$262K ﹤0.01%
+7,999
1111
$262K ﹤0.01%
1,014
-23
1112
$262K ﹤0.01%
7,340
+676
1113
$261K ﹤0.01%
98,638
+23,853
1114
$261K ﹤0.01%
2,171
-66
1115
$259K ﹤0.01%
+994
1116
$259K ﹤0.01%
+2,413
1117
$259K ﹤0.01%
3,401
-549
1118
$258K ﹤0.01%
+6,273
1119
$258K ﹤0.01%
7,911
-1,802
1120
$257K ﹤0.01%
6,628
-1,643
1121
$257K ﹤0.01%
+12,147
1122
$255K ﹤0.01%
+8,569
1123
$255K ﹤0.01%
22,353
+10,514
1124
$254K ﹤0.01%
+3,993
1125
$253K ﹤0.01%
+5,120
43 44
45
46 47