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
$234M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$6.67M
3 +$4M
4
IEV icon
iShares Europe ETF
IEV
+$2.47M
5
XPLR
Xplore Technologies Corp.
XPLR
+$1.99M

Top Sells

1 +$12.5M
2 +$7.01M
3 +$6.36M
4
SYT
Syngenta Ag
SYT
+$4.17M
5
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$4.17M

Sector Composition

1 Healthcare 14.45%
2 Technology 12.42%
3 Industrials 8.78%
4 Energy 6.18%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-121,896