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
201
$2.13M 0.07%
16,460
-22,287
202
$2.13M 0.07%
+210,497
203
$2.11M 0.07%
19,306
-6,112
204
$2.09M 0.07%
7,743
+281
205
$2.07M 0.07%
78,145
+46,601
206
$2.07M 0.07%
19,083
-141
207
$2.07M 0.07%
61,046
+19,723
208
$2.06M 0.07%
4,638
+897
209
$2.06M 0.07%
+145,142
210
$2.05M 0.07%
+109,456
211
$2.05M 0.07%
16,689
+2,251
212
$2.04M 0.07%
26,915
-18,429
213
$2M 0.07%
37,493
+7,229
214
$1.99M 0.07%
19,269
+123
215
$1.98M 0.07%
33,135
+830
216
$1.98M 0.07%
+55,476
217
$1.93M 0.07%
169,500
-81,500
218
$1.93M 0.07%
50,658
+2,038
219
$1.92M 0.07%
387
+87
220
$1.92M 0.07%
2,772
+1,340
221
$1.9M 0.07%
8,278
-98
222
$1.9M 0.07%
7,362
+391
223
$1.89M 0.07%
35,898
+527
224
$1.86M 0.07%
2,993
+281
225
$1.83M 0.06%
5,694
-36
7 8
9
10 11