SSG
Summit Securities Group Portfolio holdings
AUM
$280M
1-Year Return
13.47%
This Quarter Return
+2.47%
1 Year Return
+13.47%
3 Year Return
+33.41%
5 Year Return
+89.54%
10 Year Return
+225.55%
AUM
$205M
AUM Growth
–
Cap. Flow
+$205M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.3%
Holding
702
New
473
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Waste Management
WM
|
$18.5M |
| 2 |
Johnson & Johnson
JNJ
|
$15M |
| 3 |
Apple
AAPL
|
$14.4M |
| 4 |
Exxon Mobil
XOM
|
$11.3M |
| 5 |
Walmart
WMT
|
$10.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.5% |
| 2 | Industrials | 14.74% |
| 3 | Consumer Staples | 13.7% |
| 4 | Healthcare | 11.65% |
| 5 | Energy | 8.11% |
