SIAS

Summit Investment Advisory Services Portfolio holdings

AUM $118M
1-Year Est. Return 9.94%
This Quarter Est. Return
1 Year Est. Return
+9.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.1M
3
+$17.8M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$373K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$350K

Top Sells

1
+$1.52M
2
+$222K
3
+$159K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$97.9K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$88.1K

Sector Composition

1 Utilities 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$181K 0.13%
14,300
+34
52
$147K 0.1%
18,187
+388
53
$96K 0.07%
12,292
54
– –
-6,883
1 2
3