SIA

Summit Investment Advisors Portfolio holdings

AUM $121M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.81%
2 Financials 1.79%
3 Consumer Discretionary 0.99%
4 Consumer Staples 0.76%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$221K 0.2%
+621
52
$220K 0.2%
+406
53
$215K 0.19%
+1,154
54
$207K 0.18%
+1,499
55
$205K 0.18%
+1,949