SCM
Summit Capital Management Portfolio holdings
AUM
$221M
This Quarter Return
-8.33%
1 Year Return
-4.14%
3 Year Return
+12.26%
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(-13%)
Cap. Flow
-$7.82M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
51.78%
Holding
70
New
7
Increased
17
Reduced
35
Closed
7
Top Buys
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$6.34M |
| 2 |
ProShares Trust Short MSCI Emerging Markets
EUM
|
$3.04M |
| 3 |
EFC
Ellington Financial
EFC
|
$2.15M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.68M |
| 5 |
Hecla Mining
HL
|
$1.5M |
Top Sells
| 1 |
SPDR S&P Semiconductor ETF
XSD
|
$12.4M |
| 2 |
iShares Biotechnology ETF
IBB
|
$6.3M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$1.82M |
| 4 |
WEC Energy
WEC
|
$1.68M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.24M |
Sector Composition
| 1 | Technology | 14.38% |
| 2 | Healthcare | 13.73% |
| 3 | Industrials | 9.41% |
| 4 | Financials | 7.53% |
| 5 | Energy | 5.51% |
