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
126
$4.13M 0.14%
111,153
-72,118
127
$4.1M 0.14%
+612,496
128
$4.06M 0.14%
+319,433
129
$4M 0.14%
26,110
+7,660
130
$3.97M 0.14%
41,564
+2,662
131
$3.93M 0.14%
76,448
+5,212
132
$3.91M 0.14%
17,154
+251
133
$3.87M 0.14%
18,208
+208
134
$3.81M 0.13%
34,099
+4,103
135
$3.72M 0.13%
19,855
+41
136
$3.69M 0.13%
59,241
-32
137
$3.62M 0.13%
+32,850
138
$3.61M 0.13%
93,977
+2,409
139
$3.6M 0.13%
45,555
-75
140
$3.57M 0.13%
+145,053
141
$3.52M 0.12%
80,126
+37,263
142
$3.52M 0.12%
33,050
+4,447
143
$3.51M 0.12%
+102,784
144
$3.42M 0.12%
8,176
+47
145
$3.38M 0.12%
18,963
+13,074
146
$3.37M 0.12%
44,498
+4,660
147
$3.35M 0.12%
24,328
-4,349
148
$3.33M 0.12%
9,729
+136
149
$3.32M 0.12%
105,644
+1,415
150
$3.31M 0.12%
66,548
+731
4 5
6
7 8