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
$286M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$9.69M
3 +$9.18M
4
ROST icon
Ross Stores
ROST
+$8.67M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$7.63M

Sector Composition

1 Technology 15.64%
2 Consumer Discretionary 10.99%
3 Financials 8.08%
4 Healthcare 6.2%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-7,618
277
-1,200