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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
126
$9.79M 0.15%
346,577
+6,271
127
$9.77M 0.15%
164,551
+1,738
128
$9.72M 0.15%
87,156
+21,973
129
$9.59M 0.15%
+142,590
130
$9.58M 0.15%
54,163
+18,273
131
$9.51M 0.15%
19,399
+6,705
132
$9.42M 0.14%
+77,540
133
$9.41M 0.14%
365,907
-55,125
134
– –
0
135
$9.16M 0.14%
98,056
+2,501
136
$9.01M 0.14%
131,685
+13,664
137
$8.89M 0.14%
206,970
+51,647
138
$8.66M 0.13%
+356,452
139
$8.64M 0.13%
130,285
+8,963
140
$8.51M 0.13%
429,681
-5,756
141
$8.48M 0.13%
169,305
-2,352
142
$8.45M 0.13%
110,629
+51,076
143
$8.35M 0.13%
+84,379
144
$8.27M 0.13%
619,996
+7,500
145
$8.27M 0.13%
+322,894
146
$8.23M 0.13%
+470,845
147
$8.2M 0.13%
152,155
-52,723
148
$8.14M 0.12%
302,070
+1,787
149
$8.11M 0.12%
85,590
-899
150
$8.1M 0.12%
3,465
+303
4 5
6
7 8