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
351
$3K ﹤0.01%
+257
352
$3K ﹤0.01%
+201
353
$3K ﹤0.01%
+563
354
$2K ﹤0.01%
+54
355
$2K ﹤0.01%
+35
356
$2K ﹤0.01%
+311
357
$2K ﹤0.01%
+97
358
$2K ﹤0.01%
45
-156
359
$2K ﹤0.01%
125
-865
360
$2K ﹤0.01%
+62
361
$2K ﹤0.01%
+206
362
$2K ﹤0.01%
+242
363
$2K ﹤0.01%
+57
364
$2K ﹤0.01%
+255
365
$2K ﹤0.01%
+178
366
$2K ﹤0.01%
+67
367
$2K ﹤0.01%
+655
368
$2K ﹤0.01%
+300
369
$2K ﹤0.01%
+59
370
$2K ﹤0.01%
+96
371
$2K ﹤0.01%
+180
372
$2K ﹤0.01%
+143
373
$2K ﹤0.01%
+464
374
$2K ﹤0.01%
+132
375
$2K ﹤0.01%
+356
13 14
15
16 17