SIAS

Summit Investment Advisory Services Portfolio holdings

AUM $118M
This Quarter Return
+8.62%
1 Year Return
+9.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.6M
AUM Growth
–
Cap. Flow
+$82.6M
Cap. Flow %
100%
Top 10 Hldgs %
74.86%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–

Top Buys

1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
$29.1M
2
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$6.11M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$5.7M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$5.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
$3.62M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EXG icon
51
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.71B
$92.8K 0.11%
+12,292
New +$92.8K
1 2
3