SSG

Summit Securities Group Portfolio holdings

AUM $560M
1-Year Est. Return 27.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$17.2M
3
+$12M
4
BP icon
BP
BP
+$9.64M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.61M

Top Sells

1
+$27.1M
2
+$8.04M
3
+$7.71M
4
AAPL icon
Apple
AAPL
+$7.58M
5
SNY icon
Sanofi
SNY
+$6.98M

Sector Composition

1 Energy 14.98%
2 Healthcare 11.45%
3 Technology 9.66%
4 Financials 5.93%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K 0.01%
+801
252
$34K 0.01%
+2,422
253
$34K 0.01%
3,801
+1,971
254
$33K 0.01%
+1,700
255
$33K 0.01%
+3,000
256
$33K 0.01%
+3,000
257
$33K 0.01%
5,000
-4,319
258
$31K 0.01%
+4,639
259
$31K 0.01%
+2,500
260
$30K 0.01%
+300
261
$30K 0.01%
+100
262
$29K 0.01%
300
263
$28K 0.01%
+7,162
264
$27K 0.01%
200
+100
265
$27K 0.01%
+1,992
266
$25K 0.01%
+100
267
$25K 0.01%
178
-125
268
$25K 0.01%
+100
269
$25K 0.01%
+600
270
$25K 0.01%
+500
271
$25K 0.01%
+1,000
272
$25K 0.01%
+2,000
273
$24K 0.01%
36
-14
274
$24K 0.01%
300
+100
275
$23K 0.01%
+98
9 10
11
12 13