SCM
Summit Capital Management Portfolio holdings
AUM
$221M
1-Year Est. Return
4.14%
This Fund
S&P 500
1 Year Est. Return
-4.14%
AUM
$221M
AUM Growth
-$26M
(-11%)
Holding
78
Top Buys
| 1 | +$2.38M | |
| 2 | +$1.68M | |
| 3 | +$1.38M | |
| 4 |
Vodafone
VOD
|
+$1.07M |
| 5 |
Apple
AAPL
|
+$960K |
Top Sells
| 1 | +$8.62M | |
| 2 | +$3.44M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Invesco Solar ETF
TAN
$1.42B
| – | – |
-55,970
|
|
||
77
iShares International Select Dividend ETF
IDV
$7.63B
| – | – |
-7,211
|
|