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
326
$67.6K 0.02%
6,043
+3,043
327
$67.6K 0.02%
+1,045
328
$67.4K 0.02%
+495
329
$67.2K 0.02%
+2,147
330
$66.7K 0.02%
+1,132
331
$66.7K 0.02%
242
-23,158
332
$65.8K 0.02%
+5,361
333
$65.6K 0.02%
+150
334
$65.6K 0.02%
+624
335
$65.5K 0.02%
+1,578
336
$65.3K 0.02%
+2,500
337
$65K 0.02%
+423
338
$64.7K 0.02%
+4,266
339
$64.4K 0.02%
532
+332
340
$64.3K 0.02%
373
+368
341
$64.1K 0.02%
+3,925
342
$64.1K 0.02%
+1,679
343
$64.1K 0.02%
+594
344
$64K 0.02%
+4,189
345
$64K 0.02%
+2,708
346
$64K 0.02%
+5,868
347
$64K 0.02%
+2,306
348
$64K 0.02%
+3,079
349
$64K 0.02%
+1,431
350
$64K 0.02%
+1,229
12 13
14
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