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
301
$80.4K 0.03%
814
-161
302
$79.2K 0.03%
+8,531
303
$77.9K 0.03%
+2,436
304
$77.5K 0.03%
1,276
+477
305
$76.3K 0.03%
+850
306
$75.3K 0.03%
+864
307
$74.9K 0.03%
28,909
+23,535
308
$74.4K 0.03%
+1,648
309
$74K 0.03%
+810
310
$73.7K 0.03%
+1,273
311
$72.6K 0.03%
+332
312
$72.1K 0.03%
1,500
313
$71.5K 0.03%
3,405
+2,905
314
$70.9K 0.03%
+693
315
$70.8K 0.03%
+386
316
$70.1K 0.03%
+1,549
317
$69.7K 0.03%
28,940
+24,713
318
$69.6K 0.02%
+315
319
$68.8K 0.02%
+1,586
320
$68K 0.02%
+7,629
321
$68K 0.02%
+740
322
$67.8K 0.02%
7,446
+5,446
323
$67.7K 0.02%
8,027
-884
324
$67.7K 0.02%
+2,387
325
$67.7K 0.02%
+14,497
11 12
13
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