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
251
$25K ﹤0.01%
+533
252
$25K ﹤0.01%
+500
253
$25K ﹤0.01%
+2,504
254
$25K ﹤0.01%
+1,000
255
$25K ﹤0.01%
1,312
256
$24K ﹤0.01%
+3,000
257
$24K ﹤0.01%
+37
258
$24K ﹤0.01%
2,000
259
$23K ﹤0.01%
+6,179
260
$23K ﹤0.01%
+120
261
$23K ﹤0.01%
300
262
$22K ﹤0.01%
+71
263
$22K ﹤0.01%
+2,771
264
$21K ﹤0.01%
100
-100
265
$21K ﹤0.01%
+8,000
266
$21K ﹤0.01%
+47
267
$20K ﹤0.01%
+381
268
$20K ﹤0.01%
+518
269
$20K ﹤0.01%
+230
270
$20K ﹤0.01%
+1,233
271
$20K ﹤0.01%
1,953
-6,792
272
$20K ﹤0.01%
+797
273
$19K ﹤0.01%
2,000
-3,000
274
$19K ﹤0.01%
+1,500
275
$19K ﹤0.01%
2,000
9 10
11
12 13