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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
151
– –
0
152
$8.05M 0.12%
37,313
+1,187
153
$8.04M 0.12%
75,484
+4,378
154
$7.95M 0.12%
51,762
+2,553
155
$7.91M 0.12%
30,474
+961
156
$7.81M 0.12%
100,003
-378
157
$7.8M 0.12%
+161,968
158
$7.69M 0.12%
49,495
+3,862
159
$7.69M 0.12%
+276,946
160
$7.67M 0.12%
57,271
-2,003
161
$7.66M 0.12%
148,531
+23,084
162
$7.65M 0.12%
+194,212
163
$7.65M 0.12%
56,387
-830
164
$7.61M 0.12%
+370,020
165
$7.61M 0.12%
+251,218
166
$7.59M 0.12%
+1,098,461
167
$7.58M 0.12%
+22,457
168
$7.55M 0.12%
68,239
+46,976
169
$7.49M 0.11%
145,430
+3,912
170
$7.46M 0.11%
+144,651
171
$7.42M 0.11%
46,704
+173
172
$7.37M 0.11%
97,635
+2,165
173
$7.37M 0.11%
105,852
-585
174
$7.35M 0.11%
+69,209
175
$7.27M 0.11%
+111,852
5 6
7
8 9