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
$118M
AUM Growth
-$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

1 +$33.2M
2 +$26.4M
3 +$23.6M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$22.4M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$21.2M

Sector Composition

1 Technology 2.03%
2 Financials 1.38%
3 Consumer Discretionary 0.53%
4 Consumer Staples 0.52%
5 Healthcare 0%