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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
1176
$218K ﹤0.01%
7,995
-479
1177
$218K ﹤0.01%
26,563
+159
1178
$218K ﹤0.01%
+7,346
1179
$216K ﹤0.01%
+6,075
1180
$215K ﹤0.01%
+7,464
1181
$215K ﹤0.01%
1,247
-15,202
1182
$214K ﹤0.01%
+2,131
1183
$213K ﹤0.01%
+30,358
1184
$213K ﹤0.01%
+3,231
1185
$213K ﹤0.01%
7,727
-375
1186
$211K ﹤0.01%
+5,425
1187
$210K ﹤0.01%
4,239
-879
1188
$209K ﹤0.01%
+979
1189
$209K ﹤0.01%
23,245
+5,570
1190
$209K ﹤0.01%
+5,552
1191
$208K ﹤0.01%
4,621
-437
1192
$207K ﹤0.01%
+2,269
1193
$207K ﹤0.01%
+7,859
1194
$207K ﹤0.01%
+2,747
1195
$206K ﹤0.01%
+5,379
1196
$205K ﹤0.01%
8,320
-2,829
1197
$204K ﹤0.01%
39,466
+15,651
1198
$204K ﹤0.01%
+2,079
1199
$204K ﹤0.01%
4,162
+100
1200
$204K ﹤0.01%
+3,007
46 47
48
49 50