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
301
$7K ﹤0.01%
+184
302
$6K ﹤0.01%
+65
303
$6K ﹤0.01%
+841
304
$6K ﹤0.01%
100
-19,700
305
$6K ﹤0.01%
+595
306
$6K ﹤0.01%
+381
307
$6K ﹤0.01%
+130
308
$6K ﹤0.01%
507
-993
309
$5K ﹤0.01%
178
+158
310
$5K ﹤0.01%
647
-6,896
311
$5K ﹤0.01%
+103
312
$5K ﹤0.01%
900
-3,600
313
$5K ﹤0.01%
+90
314
$5K ﹤0.01%
+1,149
315
$5K ﹤0.01%
+119
316
$4K ﹤0.01%
+137
317
$4K ﹤0.01%
100
318
$4K ﹤0.01%
+347
319
$4K ﹤0.01%
+261
320
$4K ﹤0.01%
+450
321
$4K ﹤0.01%
+337
322
$4K ﹤0.01%
+775
323
$4K ﹤0.01%
+518
324
$4K ﹤0.01%
+596
325
$4K ﹤0.01%
100
-1,000
11 12
13
14 15