SCM
Summit Capital Management Portfolio holdings
AUM
$221M
This Quarter Return
-0.66%
1 Year Return
-4.14%
3 Year Return
+12.26%
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(-11%)
Cap. Flow
-$22.9M
Cap. Flow
% of AUM
-10.34%
Top 10 Holdings %
Top 10 Hldgs %
55.46%
Holding
78
New
3
Increased
17
Reduced
36
Closed
15
Top Buys
| 1 |
General Motors
GM
|
$2.49M |
| 2 |
Amgen
AMGN
|
$1.7M |
| 3 |
EFC
Ellington Financial
EFC
|
$1.44M |
| 4 |
Vodafone
VOD
|
$1.1M |
| 5 |
Apple
AAPL
|
$1.05M |
Top Sells
| 1 |
United Parcel Service
UPS
|
$9.36M |
| 2 |
Prospect Capital
PSEC
|
$3.77M |
| 3 |
CVA
Covanta Holding Corporation
CVA
|
$2.19M |
| 4 |
Invesco Solar ETF
TAN
|
$1.72M |
| 5 |
AT&T
T
|
$1.26M |
Sector Composition
| 1 | Technology | 17.62% |
| 2 | Healthcare | 12.29% |
| 3 | Financials | 5.62% |
| 4 | Industrials | 5.23% |
| 5 | Energy | 4.58% |
