SE

Summit Equities Portfolio holdings

AUM $601M
1-Year Est. Return 9.74%
This Quarter Est. Return
1 Year Est. Return
+9.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$5.45M
2 +$1.71M
3 +$1.27M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$889K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$397K

Sector Composition

1 Energy 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-26,774