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
$263M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$24.3M
3
+$16.3M
4
TSLA icon
Tesla
TSLA
+$14.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.5M

Top Sells

1
+$66.9M
2
+$47.5M
3
+$12.6M
4
ABBV icon
AbbVie
ABBV
+$6.88M
5
CVX icon
Chevron
CVX
+$4.17M

Sector Composition

1 Technology 27.86%
2 Consumer Discretionary 17.71%
3 Energy 7.54%
4 Healthcare 5.54%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+19
352
$6K ﹤0.01%
+53
353
$6K ﹤0.01%
+101
354
$6K ﹤0.01%
300
-2,700
355
$6K ﹤0.01%
179
-9,821
356
$6K ﹤0.01%
+71
357
$6K ﹤0.01%
+51
358
$6K ﹤0.01%
+44
359
$6K ﹤0.01%
+59
360
$6K ﹤0.01%
28
-222
361
$6K ﹤0.01%
+200
362
$5K ﹤0.01%
1,500
+500
363
$5K ﹤0.01%
+132
364
$5K ﹤0.01%
+500
365
$5K ﹤0.01%
+878
366
$5K ﹤0.01%
+41
367
$5K ﹤0.01%
+35
368
$5K ﹤0.01%
+132
369
$5K ﹤0.01%
+24
370
$5K ﹤0.01%
+152
371
$5K ﹤0.01%
+60
372
$5K ﹤0.01%
+11
373
$5K ﹤0.01%
+161
374
$5K ﹤0.01%
+16
375
$5K ﹤0.01%
+19
13 14
15
16 17