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
$263M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$24.3M
3
+$16.3M
4
TSLA icon
Tesla
TSLA
+$14.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.5M

Top Sells

1
+$66.9M
2
+$47.5M
3
+$12.6M
4
ABBV icon
AbbVie
ABBV
+$6.88M
5
CVX icon
Chevron
CVX
+$4.17M

Sector Composition

1 Technology 27.86%
2 Consumer Discretionary 17.71%
3 Energy 7.54%
4 Healthcare 5.54%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K ﹤0.01%
+1,570
302
$12K ﹤0.01%
+12
303
$12K ﹤0.01%
+4,183
304
$12K ﹤0.01%
+31
305
$12K ﹤0.01%
+177
306
$12K ﹤0.01%
+7
307
$12K ﹤0.01%
+88
308
$12K ﹤0.01%
+100
309
$12K ﹤0.01%
+150
310
$12K ﹤0.01%
+20
311
$11K ﹤0.01%
+480
312
$11K ﹤0.01%
+1,779
313
$11K ﹤0.01%
+36
314
$11K ﹤0.01%
+1,788
315
$11K ﹤0.01%
+200
316
$11K ﹤0.01%
+300
317
$11K ﹤0.01%
+500
318
$10K ﹤0.01%
+5,018
319
$10K ﹤0.01%
600
+400
320
$10K ﹤0.01%
+600
321
$10K ﹤0.01%
+143
322
$10K ﹤0.01%
500
323
$10K ﹤0.01%
+1,000
324
$9K ﹤0.01%
+58
325
$9K ﹤0.01%
+52
11 12
13
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