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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
176
$7.21M 0.11%
+91,976
177
$7.17M 0.11%
78,824
-7,394
178
$7.16M 0.11%
12,742
+3,932
179
$7.15M 0.11%
140,741
-5,012
180
$7.14M 0.11%
97,211
+27,236
181
$7.11M 0.11%
49,200
+723
182
$7.11M 0.11%
156,354
+1,420
183
$7.03M 0.11%
36,125
-22,486
184
$6.96M 0.11%
+139,916
185
$6.91M 0.11%
135,710
+6,678
186
$6.88M 0.11%
+34,513
187
$6.87M 0.1%
83,235
+1,432
188
$6.87M 0.1%
12,077
+789
189
$6.85M 0.1%
+134,131
190
$6.83M 0.1%
85,483
+5,712
191
$6.81M 0.1%
+84,356
192
$6.8M 0.1%
51,803
-9,564
193
$6.62M 0.1%
81,546
+8,511
194
$6.6M 0.1%
50,815
+491
195
$6.57M 0.1%
60,327
+2,160
196
$6.57M 0.1%
68,014
+63,371
197
$6.54M 0.1%
2,379,247
198
$6.49M 0.1%
25,841
+11,098
199
$6.49M 0.1%
18,787
+2,171
200
$6.47M 0.1%
14,462
+5,626
6 7
8
9 10