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
176
$2.68M 0.09%
30,159
+15,182
177
$2.68M 0.09%
15,522
+3,951
178
$2.66M 0.09%
14,363
+536
179
$2.63M 0.09%
29,483
+3,428
180
$2.63M 0.09%
+80,857
181
$2.63M 0.09%
20,745
-8,133
182
$2.62M 0.09%
65,041
-2,548
183
$2.62M 0.09%
35,435
+3,828
184
$2.55M 0.09%
6,912
-799
185
$2.51M 0.09%
15,444
+2,130
186
$2.47M 0.09%
10,005
-31
187
$2.41M 0.08%
62,901
+1,778
188
$2.4M 0.08%
15,606
+10,234
189
$2.37M 0.08%
19,094
+11,007
190
$2.36M 0.08%
4,863
+344
191
$2.28M 0.08%
18,731
+7,990
192
$2.27M 0.08%
11,294
-105
193
$2.26M 0.08%
12,790
+2,631
194
$2.26M 0.08%
35,090
+2,533
195
$2.25M 0.08%
3,579
+1
196
$2.25M 0.08%
19,741
-122
197
$2.21M 0.08%
6,666
+3,543
198
$2.18M 0.08%
95,993
+29,273
199
$2.14M 0.08%
2,023
+223
200
$2.13M 0.07%
10,908
+48
6 7
8
9 10