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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
1226
$71.3K ﹤0.01%
+18,750
1227
$70.4K ﹤0.01%
+12,284
1228
$69.4K ﹤0.01%
+6,167
1229
$63.9K ﹤0.01%
10,085
+80
1230
$54.9K ﹤0.01%
+16,500
1231
$43K ﹤0.01%
+15,360
1232
$42.3K ﹤0.01%
+10,100
1233
$34.8K ﹤0.01%
+695
1234
$29.8K ﹤0.01%
+11,500
1235
$25.5K ﹤0.01%
+13,373
1236
$16.2K ﹤0.01%
+11,008
1237
$6.43K ﹤0.01%
+731
1238
$2.63K ﹤0.01%
+692
1239
– –
-938
1240
– –
-7,734
1241
– –
-9,750
1242
– –
-4,627
1243
– –
-7,216
1244
– –
-48,927
1245
– –
-25,995
1246
– –
-1,969
1247
– –
-15,920
1248
– –
-10,777
1249
– –
-1,881
1250
– –
-4,995
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