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
$85.1M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3%
2 Consumer Discretionary 0.63%
3 Financials 0.38%
4 Consumer Staples 0.26%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
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-19,859
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60
-7,700
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-8,355
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-25,171
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-50,246
64
-2,282
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-12,993
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-60,829
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-27,963
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-21,031
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-1,815
70
-88,575
71
-2,229
72
-3,818
73
-24,396
74
-12,772
75
-1,107