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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
201
$6.42M 0.1%
+112,852
202
$6.4M 0.1%
274,750
-5,554
203
$6.27M 0.1%
16,964
-3,353
204
$6.25M 0.1%
48,204
+41,108
205
$6.25M 0.1%
+51,805
206
$6.21M 0.09%
65,223
+1,287
207
$6.19M 0.09%
54,022
+13,168
208
$6.18M 0.09%
66,240
-1,112
209
$6.15M 0.09%
+103,205
210
$6.14M 0.09%
10,299
+252
211
$6.11M 0.09%
+98,247
212
$6.11M 0.09%
5,243
+167
213
$6.09M 0.09%
122,387
+573
214
$6.08M 0.09%
491,559
+30,558
215
$6.07M 0.09%
12,714
+468
216
$6.06M 0.09%
+36,234
217
$6.06M 0.09%
25,551
+9,019
218
$6.02M 0.09%
20,022
+4,457
219
$5.94M 0.09%
133,060
-64,976
220
$5.9M 0.09%
41,985
+3,501
221
$5.86M 0.09%
+115,320
222
$5.85M 0.09%
116,310
-144,210
223
$5.84M 0.09%
81,487
+935
224
$5.78M 0.09%
19,410
+847
225
$5.77M 0.09%
98,196
+884
7 8
9
10 11