SIAS

Summit Investment Advisory Services Portfolio holdings

AUM $265M
1-Year Est. Return 16.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$6.14M
3
+$5.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$5.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.65M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$92.8K 0.11%
+12,292
1 2
3