SF

Summit Financial Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.7M
3
+$9.33M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.98M
5
AAPL icon
Apple
AAPL
+$7.77M

Top Sells

1
+$57.3M
2
+$3.23M
3
+$2.88M
4
DKNG icon
DraftKings
DKNG
+$2.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.11M

Sector Composition

1 Technology 10.68%
2 Financials 4.96%
3 Consumer Discretionary 4.94%
4 Energy 4.12%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.62M 0.2%
246,712
+101,206
102
$5.35M 0.19%
18,470
+963
103
$5.34M 0.19%
5,213
+384
104
$5.14M 0.18%
23,394
+9,393
105
$5.13M 0.18%
8,981
+967
106
$5.03M 0.18%
192,900
+5,775
107
$4.99M 0.18%
103,319
+29,944
108
$4.95M 0.17%
74,896
+931
109
$4.93M 0.17%
14,028
+681
110
$4.87M 0.17%
82,275
+29,187
111
$4.84M 0.17%
+943,563
112
$4.81M 0.17%
2,831
+383
113
$4.75M 0.17%
57,668
+6,483
114
$4.64M 0.16%
62,037
+10,008
115
$4.47M 0.16%
142,400
+110,768
116
$4.42M 0.15%
81,659
+27,189
117
$4.4M 0.15%
8,427
+1,865
118
$4.33M 0.15%
35,860
+3,593
119
$4.28M 0.15%
+2,379,247
120
$4.24M 0.15%
12,483
-2,078
121
$4.22M 0.15%
29,159
+13,934
122
$4.19M 0.15%
+92,511
123
$4.17M 0.15%
15,034
-475
124
$4.16M 0.15%
84,118
+79,145
125
$4.16M 0.15%
+17,675
3 4
5
6 7