We are live on ! Find out more
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
1151
$236K ﹤0.01%
1,740
+108
1152
$235K ﹤0.01%
+2,812
1153
$235K ﹤0.01%
2,922
-106
1154
$233K ﹤0.01%
+51,610
1155
$232K ﹤0.01%
2,342
+10
1156
$232K ﹤0.01%
+4,492
1157
$232K ﹤0.01%
3,029
-106
1158
$231K ﹤0.01%
1,518
-83
1159
$231K ﹤0.01%
15,375
+625
1160
$229K ﹤0.01%
3,651
-6
1161
$228K ﹤0.01%
+3,911
1162
$228K ﹤0.01%
+9,234
1163
$227K ﹤0.01%
+9,528
1164
$226K ﹤0.01%
+1,348
1165
$225K ﹤0.01%
+4,692
1166
$224K ﹤0.01%
+9,784
1167
$224K ﹤0.01%
796
+22
1168
$223K ﹤0.01%
2,398
-49
1169
$223K ﹤0.01%
+3,106
1170
$222K ﹤0.01%
1,588
+116
1171
$221K ﹤0.01%
2,603
-231
1172
$220K ﹤0.01%
+1,513
1173
$219K ﹤0.01%
2,725
1174
$219K ﹤0.01%
+3,479
1175
$219K ﹤0.01%
+2,745
45 46
47
48 49