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
$189M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$25.8M
3
+$22.5M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$19.9M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$9.47M

Top Sells

1
+$8.96M
2
+$8.42M
3
+$6.3M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.91M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$5.18M

Sector Composition

1 Technology 0.45%
2 Healthcare 0.3%
3 Utilities 0.18%
4 Financials 0.13%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
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