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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
101
$12.7M 0.19%
15,991
+8,661
102
$12.6M 0.19%
318,239
+10,486
103
$12.6M 0.19%
61,831
+2,530
104
$12.5M 0.19%
793,114
+186,663
105
$12.4M 0.19%
76,596
+32,671
106
$12M 0.18%
696,700
+8,236
107
$11.9M 0.18%
+164,466
108
$11.7M 0.18%
52,513
+35,993
109
$11.6M 0.18%
34,773
+1,604
110
$11.4M 0.17%
14,877
+815
111
$11.2M 0.17%
+194,634
112
$11.1M 0.17%
374,677
+98,571
113
$11M 0.17%
34,432
-2,871
114
$11M 0.17%
39,302
+63
115
$10.7M 0.16%
116,469
-138,847
116
$10.6M 0.16%
232,433
+24,631
117
$10.5M 0.16%
+154,103
118
$10.4M 0.16%
32,296
+28,714
119
$10.3M 0.16%
565,359
+27,643
120
$10.3M 0.16%
60,348
-333
121
$10.3M 0.16%
303,487
+38,557
122
$10.2M 0.16%
121,383
+124
123
$10.1M 0.15%
105,061
-4,762
124
$10.1M 0.15%
165,781
-51,468
125
$10.1M 0.15%
120,217
+1,688
3 4
5
6 7