SIAS
Summit Investment Advisory Services Portfolio holdings
AUM
$118M
This Quarter Return
+7.29%
1 Year Return
+9.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+122%)
Cap. Flow
+$103M
Cap. Flow
% of AUM
54.39%
Top 10 Holdings %
Top 10 Hldgs %
75.17%
Holding
100
New
60
Increased
4
Reduced
7
Closed
29
Top Buys
| 1 |
Capital Group Dividend Value ETF
CGDV
|
$32.3M |
| 2 |
Capital Group Growth ETF
CGGR
|
$27.1M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$23.4M |
| 4 |
Capital Group Core Equity ETF
CGUS
|
$20.7M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$9.81M |
Top Sells
Sector Composition
| 1 | Technology | 0.45% |
| 2 | Healthcare | 0.3% |
| 3 | Utilities | 0.18% |
| 4 | Financials | 0.13% |
| 5 | Consumer Discretionary | 0% |
