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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
1201
$202K ﹤0.01%
13,975
+377
1202
$200K ﹤0.01%
18,834
1203
$191K ﹤0.01%
+20,846
1204
$190K ﹤0.01%
15,549
+4,618
1205
$180K ﹤0.01%
21,787
+160
1206
$171K ﹤0.01%
17,115
+280
1207
$166K ﹤0.01%
+12,625
1208
$159K ﹤0.01%
11,908
-1,375
1209
$156K ﹤0.01%
+13,740
1210
$156K ﹤0.01%
34,403
+32
1211
$154K ﹤0.01%
14,733
-36
1212
$154K ﹤0.01%
+12,244
1213
$150K ﹤0.01%
14,440
1214
$142K ﹤0.01%
45,360
+1,831
1215
$138K ﹤0.01%
+129,009
1216
$122K ﹤0.01%
+15,371
1217
$117K ﹤0.01%
14,299
+208
1218
$115K ﹤0.01%
23,331
-10,968
1219
$97.8K ﹤0.01%
+10,292
1220
$97.6K ﹤0.01%
19,211
1221
$87.6K ﹤0.01%
+13,375
1222
$87.1K ﹤0.01%
11,473
+96
1223
$86K ﹤0.01%
+30,500
1224
$83.5K ﹤0.01%
16,460
-7,792
1225
$77.3K ﹤0.01%
+25,092
47 48
49
50 51