SIAS
Summit Investment Advisory Services Portfolio holdings
AUM
$118M
This Quarter Return
+1.91%
1 Year Return
+9.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$85.1M
AUM Growth
+$85.1M
(-50%)
Cap. Flow
-$84.1M
Cap. Flow
% of AUM
-98.87%
Top 10 Holdings %
Top 10 Hldgs %
65%
Holding
96
New
28
Increased
9
Reduced
3
Closed
56
Top Buys
Top Sells
| 1 |
Capital Group Dividend Value ETF
CGDV
|
$26.8M |
| 2 |
Capital Group Growth ETF
CGGR
|
$23.7M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$22.8M |
| 4 |
Capital Group Core Equity ETF
CGUS
|
$17.8M |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$8.26M |
Sector Composition
| 1 | Technology | 3% |
| 2 | Consumer Discretionary | 0.63% |
| 3 | Financials | 0.38% |
| 4 | Consumer Staples | 0.26% |
| 5 | Healthcare | 0% |
