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
$400M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.89M
3
+$8.3M
4
TIF
Tiffany & Co.
TIF
+$7.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.6M

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.1M
4
UPS icon
United Parcel Service
UPS
+$11.3M
5
MSFT icon
Microsoft
MSFT
+$9.76M

Sector Composition

1 Technology 20.29%
2 Consumer Discretionary 9.79%
3 Financials 9.38%
4 Healthcare 9.05%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
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