SIA
Summit Investment Advisors Portfolio holdings
AUM
$121M
1 Year Est. Return
–
AUM
$121M
AUM Growth
+$8.92M
(+7.9%)
Holding
56
Top Buys
| 1 | +$341K | |
| 2 | +$296K | |
| 3 | +$281K | |
| 4 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$263K |
| 5 |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
|
+$246K |
Top Sells
| 1 | +$205K | |
| 2 | +$156K | |
| 3 | +$10.2K | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.48K |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$1.86K |
Sector Composition
| 1 | Technology | 2.69% |
| 2 | Financials | 1.34% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Consumer Staples | 0.48% |
| 5 | Communication Services | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Select Dividend ETF
DVY
$20.6B
| $262K | 0.22% |
1,955
+18
|
|
||
52
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $237K | 0.2% |
1,702
+1
|
|
||
53
Vanguard Growth ETF
VUG
$195B
| $235K | 0.19% |
528
+1
|
|
||
54
Alphabet (Google) Class A
GOOGL
$3.06T
| $231K | 0.19% |
+1,222
|
|
||
55
Procter & Gamble
PG
$354B
| $231K | 0.19% |
1,534
+22
|
|
||
56
Visa
V
$664B
| – | – |
-589
|
|