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
$158M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$7.1M
3
+$6.72M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.47M
5
UL icon
Unilever
UL
+$5.18M

Top Sells

1
+$67.7M
2
+$17.7M
3
+$16.7M
4
AMD icon
Advanced Micro Devices
AMD
+$16.3M
5
TSLA icon
Tesla
TSLA
+$14.9M

Sector Composition

1 Technology 22.81%
2 Energy 16.67%
3 Consumer Staples 14.51%
4 Consumer Discretionary 14.48%
5 Communication Services 14.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
761
+760
227
$20K 0.01%
+4,904
228
$20K 0.01%
200
-800
229
$19K 0.01%
400
-100
230
$19K 0.01%
500
-500
231
$18K ﹤0.01%
+742
232
$18K ﹤0.01%
+327
233
$18K ﹤0.01%
+211
234
$18K ﹤0.01%
+2,163
235
$17K ﹤0.01%
+657
236
$17K ﹤0.01%
+115
237
$16K ﹤0.01%
+191
238
$16K ﹤0.01%
2,000
239
$15K ﹤0.01%
884
-1,445
240
$15K ﹤0.01%
+1,338
241
$14K ﹤0.01%
+479
242
$14K ﹤0.01%
+107
243
$14K ﹤0.01%
+1,344
244
$14K ﹤0.01%
+411
245
$13K ﹤0.01%
2,162
-838
246
$13K ﹤0.01%
500
-11,600
247
$13K ﹤0.01%
+3,626
248
$13K ﹤0.01%
+91
249
$13K ﹤0.01%
+534
250
$13K ﹤0.01%
1,000
-1,000
8 9
10
11 12