SSG

Summit Securities Group Portfolio holdings

AUM $560M
1-Year Est. Return 27.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$15.6M
3
+$6.65M
4
BP icon
BP
BP
+$6.59M
5
ERIC icon
Ericsson
ERIC
+$5.9M

Top Sells

1
+$6.3M
2
+$6.02M
3
+$3.59M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.24M
5
MT icon
ArcelorMittal
MT
+$2.95M

Sector Composition

1 Technology 19.88%
2 Industrials 18.11%
3 Healthcare 9.28%
4 Energy 7.27%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$89.4K 0.03%
+2,494
277
$89.3K 0.03%
+513
278
$89.1K 0.03%
1,458
+1,349
279
$88.7K 0.03%
+3,914
280
$88.5K 0.03%
11,000
+700
281
$88.1K 0.03%
9,100
282
$87.9K 0.03%
3,996
+3,542
283
$87.7K 0.03%
2,100
+1,400
284
$86.4K 0.03%
+170
285
$85.6K 0.03%
410
+408
286
$85.2K 0.03%
+289
287
$85K 0.03%
+3,542
288
$84.7K 0.03%
+429
289
$84.4K 0.03%
+4,000
290
$84.3K 0.03%
+309
291
$84.2K 0.03%
760
+360
292
$83.4K 0.03%
+376
293
$83.3K 0.03%
1,474
-226
294
$83.1K 0.03%
+5,702
295
$82.7K 0.03%
5,418
-741
296
$81.9K 0.03%
+1,500
297
$81.4K 0.03%
3,319
-11,781
298
$81.4K 0.03%
+450
299
$81.2K 0.03%
+451
300
$80.4K 0.03%
+4,546
10 11
12
13 14