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
$183M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.81M
3
+$7.51M
4
BKNG icon
Booking.com
BKNG
+$6.34M
5
QCOM icon
Qualcomm
QCOM
+$4.07M

Top Sells

1
+$6.98M
2
+$6.23M
3
+$5.81M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$5.19M
5
CHKP icon
Check Point Software Technologies
CHKP
+$4.57M

Sector Composition

1 Technology 15.91%
2 Consumer Discretionary 14.44%
3 Communication Services 11.64%
4 Financials 8.92%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
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