SF

Summit Financial Portfolio holdings

AUM $6.55B
1-Year Est. Return 19.04%
This Quarter Est. Return
1 Year Est. Return
+19.04%
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
151
$3.24M 0.11%
10,907
+5,708
152
$3.22M 0.11%
35,323
-4,583
153
$3.16M 0.11%
34,182
+2,728
154
$3.12M 0.11%
+84,458
155
$3.1M 0.11%
7,264
+209
156
$3.1M 0.11%
30,838
+26,104
157
$3.04M 0.11%
10,531
-121
158
$3.02M 0.11%
23,983
-1,930
159
$2.99M 0.1%
13,313
+8,212
160
$2.96M 0.1%
15,588
-1,216
161
$2.95M 0.1%
37,543
+1,267
162
$2.9M 0.1%
15,914
-292
163
$2.87M 0.1%
6,752
+2,509
164
$2.85M 0.1%
+32,448
165
$2.84M 0.1%
4,457
-140
166
$2.78M 0.1%
9,938
+335
167
$2.78M 0.1%
69,525
+20,214
168
$2.78M 0.1%
28,007
+4,277
169
$2.77M 0.1%
13,024
+370
170
$2.75M 0.1%
10,566
+2,018
171
$2.74M 0.1%
29,742
+9,367
172
$2.69M 0.09%
5,161
-258
173
$2.69M 0.09%
45,577
-1,678
174
$2.69M 0.09%
5,043
-1,233
175
$2.68M 0.09%
12,463
+6,489
5 6
7
8 9