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
276
$9K ﹤0.01%
+3,141
277
$9K ﹤0.01%
+138
278
$9K ﹤0.01%
499
-3,337
279
$9K ﹤0.01%
+1,606
280
$9K ﹤0.01%
+328
281
$8K ﹤0.01%
+4,480
282
$8K ﹤0.01%
+333
283
$8K ﹤0.01%
+42
284
$8K ﹤0.01%
2,000
-10,405
285
$8K ﹤0.01%
+283
286
$8K ﹤0.01%
+52
287
$8K ﹤0.01%
+942
288
$8K ﹤0.01%
+745
289
$8K ﹤0.01%
525
-1,175
290
$8K ﹤0.01%
+1,545
291
$7K ﹤0.01%
+66
292
$7K ﹤0.01%
+248
293
$7K ﹤0.01%
+97
294
$7K ﹤0.01%
+98
295
$7K ﹤0.01%
39
-661
296
$7K ﹤0.01%
+2,308
297
$7K ﹤0.01%
2,000
-5,300
298
$7K ﹤0.01%
+246
299
$7K ﹤0.01%
+358
300
$7K ﹤0.01%
+109
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