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
$267M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.1M
3
+$11.9M
4
QCOM icon
Qualcomm
QCOM
+$9.35M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.07M

Top Sells

1
+$42.5M
2
+$16.3M
3
+$8.69M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.66M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.89M

Sector Composition

1 Technology 26.5%
2 Industrials 14.7%
3 Healthcare 9.83%
4 Consumer Discretionary 7.97%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
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