SCM
Summit Capital Management Portfolio holdings
AUM
$221M
This Quarter Return
+4.59%
1 Year Return
-4.14%
3 Year Return
+12.26%
5 Year Return
–
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+34%)
Cap. Flow
+$58.8M
Cap. Flow
% of AUM
22.17%
Top 10 Holdings %
Top 10 Hldgs %
47.94%
Holding
76
New
29
Increased
16
Reduced
15
Closed
13
Top Buys
| 1 |
Equity Residential
EQR
|
$10.6M |
| 2 |
iShares Biotechnology ETF
IBB
|
$7.83M |
| 3 |
Herc Holdings
HRI
|
$6.91M |
| 4 |
Invesco Pharmaceuticals ETF
PJP
|
$6.89M |
| 5 |
Invesco Next Gen Media and Gaming ETF
GGME
|
$6.8M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$17M |
| 2 |
Vodafone
VOD
|
$5M |
| 3 |
Boeing
BA
|
$3.9M |
| 4 |
SPDR Gold Trust
GLD
|
$3.27M |
| 5 |
KOL
VanEck Vectors Coal ETF
KOL
|
$2.82M |
Sector Composition
| 1 | Industrials | 17.63% |
| 2 | Energy | 15.95% |
| 3 | Technology | 10.68% |
| 4 | Real Estate | 9.56% |
| 5 | Healthcare | 7.11% |
