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SF
Summit Financial Portfolio holdings
AUM
$7.85B
1-Year Est. Return
21.05%
This Fund
S&P 500
1 Year Est. Return
+21.05%
AUM
$7.85B
AUM Growth
+$1.04B
(+15%)
Holding
1,480
Top Buys
| 1 | +$39.2M | |
| 2 | +$33.3M | |
| 3 | +$32.6M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$24.1M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$23.6M |
Top Sells
| 1 | +$9.49M | |
| 2 | +$9.26M | |
| 3 | +$7.4M | |
| 4 |
CIL
VictoryShares International Volatility Wtd ETF
CIL
|
+$7.13M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$7.04M |
Sector Composition
| 1 | Technology | 9.64% |
| 2 | Financials | 5.4% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Healthcare | 2.91% |
| 5 | Industrials | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Workday
WDAY
$32.3B
| – | – |
-1,390
|
|
||
1477
W.R. Berkley
WRB
$25.4B
| – | – |
-3,063
|
|
||
1478
Wynn Resorts
WYNN
$11.1B
| – | – |
-3,321
|
|
||
1479
State Street SPDR S&P Software & Services ETF
XSW
$407M
| – | – |
-1,069
|
|
||
|
MSTX
1480
Defiance Daily Target 2x Long MSTR ETF
MSTX
$191M
| – | – |
-2,238
|
|