SSG

Summit Securities Group Portfolio holdings

AUM $305M
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$19.6M
3
+$8.24M
4
DIS icon
Walt Disney
DIS
+$6.53M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.37M

Top Sells

1
+$6.19M
2
+$5M
3
+$3.93M
4
CVX icon
Chevron
CVX
+$3.37M
5
AMZN icon
Amazon
AMZN
+$2.84M

Sector Composition

1 Technology 15.7%
2 Financials 15.29%
3 Consumer Discretionary 10.12%
4 Healthcare 8.25%
5 Consumer Staples 7.86%
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