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
326
$4K ﹤0.01%
+892
327
$4K ﹤0.01%
282
-2,718
328
$4K ﹤0.01%
+86
329
$4K ﹤0.01%
+114
330
$4K ﹤0.01%
+90
331
$4K ﹤0.01%
+1,056
332
$3K ﹤0.01%
+418
333
$3K ﹤0.01%
+412
334
$3K ﹤0.01%
+854
335
$3K ﹤0.01%
+118
336
$3K ﹤0.01%
+447
337
$3K ﹤0.01%
+258
338
$3K ﹤0.01%
+60
339
$3K ﹤0.01%
+131
340
$3K ﹤0.01%
79
-273
341
$3K ﹤0.01%
+195
342
$3K ﹤0.01%
+897
343
$3K ﹤0.01%
+60
344
$3K ﹤0.01%
+139
345
$3K ﹤0.01%
200
346
$3K ﹤0.01%
+137
347
$3K ﹤0.01%
+11
348
$3K ﹤0.01%
+283
349
$3K ﹤0.01%
+147
350
$3K ﹤0.01%
+114
12 13
14
15 16