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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
1126
$253K ﹤0.01%
+3,505
1127
$249K ﹤0.01%
1,843
+128
1128
$249K ﹤0.01%
2,291
-246
1129
$249K ﹤0.01%
+1,806
1130
$247K ﹤0.01%
7,776
+83
1131
$247K ﹤0.01%
+5,550
1132
$247K ﹤0.01%
4,962
-347
1133
$247K ﹤0.01%
4,375
-22
1134
$246K ﹤0.01%
3,670
+242
1135
$245K ﹤0.01%
+2,443
1136
$245K ﹤0.01%
3,415
+1
1137
$243K ﹤0.01%
+8,157
1138
$242K ﹤0.01%
+5,441
1139
$240K ﹤0.01%
3,597
-79
1140
$239K ﹤0.01%
2,744
-115,254
1141
$239K ﹤0.01%
+3,137
1142
$239K ﹤0.01%
2,997
+6
1143
$239K ﹤0.01%
717
+29
1144
$238K ﹤0.01%
+2,906
1145
$238K ﹤0.01%
3,742
-567
1146
$238K ﹤0.01%
+1,403
1147
$237K ﹤0.01%
5,090
1148
$237K ﹤0.01%
+1,714
1149
$236K ﹤0.01%
+1,171
1150
$236K ﹤0.01%
+7,692
44 45
46
47 48