Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Summit Asset Management, Llc > Profile

Instuitional Investor - Summit Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Summit Asset Management, Llc
Portfolio Value $417,988,398
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 564,447 $42,971,316 10.28%
2.
Schwab Strategic Trust
 FNDF 354,576 $26,706,658 6.38%
3.
Schwab Strategic Trust
 FNDF 320,537 $26,591,731 6.36%
4.
Schwab Strategic Trust
 FNDF 672,653 $24,861,246 5.94%
5.
Vaneck Etf Trust
 285,229 $24,207,379 5.79%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)