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
$297M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,040
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$11.5M
3
+$4.76M
4
BAC icon
Bank of America
BAC
+$4.5M
5
ET icon
Energy Transfer Partners
ET
+$4.49M

Top Sells

1
+$15.1M
2
+$12.6M
3
+$9.72M
4
AAPL icon
Apple
AAPL
+$8.16M
5
T icon
AT&T
T
+$5.73M

Sector Composition

1 Energy 18.43%
2 Financials 12.97%
3 Healthcare 11.33%
4 Technology 6.69%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$57K 0.01%
500
-1,616
352
$57K 0.01%
434
+348
353
$57K 0.01%
700
-8,800
354
$56K 0.01%
1,957
+1,586
355
$56K 0.01%
494
+397
356
$55K 0.01%
231
+186
357
$55K 0.01%
586
+468
358
$55K 0.01%
283
+228
359
$54K 0.01%
1,000
-500
360
$54K 0.01%
47
+37
361
$54K 0.01%
474
+80
362
$54K 0.01%
376
+302
363
$53K 0.01%
482
+387
364
$53K 0.01%
384
+309
365
$53K 0.01%
1,000
366
$51K 0.01%
567
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367
$51K 0.01%
402
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368
$51K 0.01%
782
-3,812
369
$51K 0.01%
2,389
+389
370
$50K 0.01%
682
+545
371
$50K 0.01%
1,293
-1,157
372
$50K 0.01%
2,000
373
$50K 0.01%
500
-2,900
374
$50K 0.01%
1,900
+300
375
$49K 0.01%
540
+434
13 14
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