SSG
Summit Securities Group Portfolio holdings
AUM
$280M
1-Year Return
13.47%
This Quarter Return
+9.21%
1 Year Return
+13.47%
3 Year Return
+33.41%
5 Year Return
+89.54%
10 Year Return
+225.55%
AUM
$290M
AUM Growth
+$84.2M
(+41%)
Cap. Flow
+$77.7M
Cap. Flow
% of AUM
26.84%
Top 10 Holdings %
Top 10 Hldgs %
58.4%
Holding
893
New
152
Increased
69
Reduced
77
Closed
263
Top Buys
| 1 |
Apple
AAPL
|
$68.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.1M |
| 3 |
Las Vegas Sands
LVS
|
$5.37M |
| 4 |
JPMorgan Chase
JPM
|
$4.97M |
| 5 |
Boeing
BA
|
$4.82M |
Top Sells
| 1 |
Waste Management
WM
|
$18.8M |
| 2 |
Johnson & Johnson
JNJ
|
$7.01M |
| 3 |
Walmart
WMT
|
$5.81M |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$3.89M |
| 5 |
Exxon Mobil
XOM
|
$3.72M |
Sector Composition
| 1 | Technology | 39.38% |
| 2 | Financials | 10.02% |
| 3 | Consumer Discretionary | 9.59% |
| 4 | Consumer Staples | 8.14% |
| 5 | Industrials | 7.54% |
