SIAS

Summit Investment Advisory Services Portfolio holdings

AUM $251M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$301K
3
+$255K
4
MSFT icon
Microsoft
MSFT
+$236K
5
AAPL icon
Apple
AAPL
+$234K

Top Sells

1
+$1.83M
2
+$375K
3
+$365K
4
VUG icon
Vanguard Growth ETF
VUG
+$110K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$89.7K

Sector Composition

1 Technology 0.31%
2 Utilities 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.15%
3,040
+275
52
$223K 0.15%
1,416
53
$222K 0.15%
6,052
54
$212K 0.14%
+6,607
55
$186K 0.12%
14,531
+231
56
$153K 0.1%
18,580
+393
57
$98.7K 0.07%
12,466
+174
1 2
3