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
$263M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$24.3M
3
+$16.3M
4
TSLA icon
Tesla
TSLA
+$14.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.5M

Top Sells

1
+$66.9M
2
+$47.5M
3
+$12.6M
4
ABBV icon
AbbVie
ABBV
+$6.88M
5
CVX icon
Chevron
CVX
+$4.17M

Sector Composition

1 Technology 27.86%
2 Consumer Discretionary 17.71%
3 Energy 7.54%
4 Healthcare 5.54%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.01%
+1,085
227
$34K 0.01%
+2,000
228
$34K 0.01%
+1,000
229
$33K 0.01%
+59
230
$32K 0.01%
+1,000
231
$31K 0.01%
+8,062
232
$31K 0.01%
+482
233
$31K 0.01%
+1,800
234
$31K 0.01%
+200
235
$30K 0.01%
+1,500
236
$30K 0.01%
+200
237
$30K 0.01%
+2,000
238
$30K 0.01%
+182
239
$29K 0.01%
+700
240
$29K 0.01%
+7,300
241
$29K 0.01%
1,000
242
$29K 0.01%
1,500
-7,300
243
$28K 0.01%
+64
244
$28K 0.01%
1,400
-1,900
245
$28K 0.01%
+500
246
$27K 0.01%
+200
247
$27K 0.01%
+700
248
$27K 0.01%
+155
249
$27K 0.01%
2,000
250
$26K ﹤0.01%
+110
8 9
10
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