SCM

Summit Capital Management Portfolio holdings

AUM $221M
1-Year Est. Return 4.14%
This Quarter Est. Return
1 Year Est. Return
-4.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$2M
3 +$1.73M
4
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$1.61M
5
CORN icon
Teucrium Corn Fund
CORN
+$967K

Top Sells

1 +$9.47M
2 +$8.44M
3 +$3.93M
4
USB icon
US Bancorp
USB
+$3.74M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.53M

Sector Composition

1 Industrials 19.37%
2 Energy 18.19%
3 Technology 11.59%
4 Healthcare 10.25%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-15,000
52
-376,850