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
251
$12K ﹤0.01%
200
-902
252
$12K ﹤0.01%
+56
253
$12K ﹤0.01%
100
254
$12K ﹤0.01%
+3,241
255
$11K ﹤0.01%
5,000
-3,000
256
$11K ﹤0.01%
+237
257
$11K ﹤0.01%
+416
258
$11K ﹤0.01%
+297
259
$11K ﹤0.01%
+114
260
$11K ﹤0.01%
+235
261
$11K ﹤0.01%
173
-187
262
$10K ﹤0.01%
400
-12,100
263
$10K ﹤0.01%
+1,816
264
$10K ﹤0.01%
+168
265
$10K ﹤0.01%
339
+289
266
$10K ﹤0.01%
600
267
$10K ﹤0.01%
+114
268
$10K ﹤0.01%
342
-1,611
269
$10K ﹤0.01%
+148
270
$10K ﹤0.01%
+429
271
$10K ﹤0.01%
+316
272
$9K ﹤0.01%
+323
273
$9K ﹤0.01%
+368
274
$9K ﹤0.01%
+197
275
$9K ﹤0.01%
+3,000
9 10
11
12 13