SIA
Summit Investment Advisors Portfolio holdings
AUM
$121M
1 Year Est. Return
–
AUM
$112M
AUM Growth
-$81.1K
(-0.07%)
Holding
59
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.17M | |
| 3 | +$1.97M | |
| 4 |
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
|
+$1.78M |
| 5 |
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
|
+$1.71M |
Top Sells
| 1 | +$5.39M | |
| 2 | +$4.44M | |
| 3 | +$274K | |
| 4 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$272K |
| 5 |
S&P Global
SPGI
|
+$220K |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Financials | 1.55% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Consumer Staples | 0.54% |
| 5 | Communication Services | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Select Dividend ETF
DVY
$21.7B
| $249K | 0.22% |
1,937
+16
|
|
||
52
Procter & Gamble
PG
$338B
| $241K | 0.21% |
1,512
+9
|
|
||
53
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| $209K | 0.19% |
1,701
+202
|
|
||
54
Visa
V
$633B
| $205K | 0.18% |
589
-32
|
|
||
55
Vanguard Growth ETF
VUG
$202B
| $202K | 0.18% |
527
|
|
||
56
Alphabet (Google) Class A
GOOGL
$3.98T
| – | – |
-1,154
|
|
||
57
Lockheed Martin
LMT
$135B
| – | – |
-631
|
|
||
|
58
S&P Global
SPGI
$165B
| – | – |
-406
|
|
||
59
Walmart Inc
WMT
$954B
| – | – |
-1,949
|
|