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
351
$63.9K 0.02%
+1,229
352
$63.9K 0.02%
2,970
+1,311
353
$63.9K 0.02%
+614
354
$63.9K 0.02%
+934
355
$63.9K 0.02%
+1,093
356
$63.9K 0.02%
+720
357
$63.9K 0.02%
783
-1,606
358
$63.9K 0.02%
+186
359
$63.8K 0.02%
+293
360
$63.3K 0.02%
969
-31
361
$62.6K 0.02%
+1,000
362
$62.3K 0.02%
+85
363
$62.2K 0.02%
+700
364
$62K 0.02%
+1,423
365
$61.9K 0.02%
+1,311
366
$61.7K 0.02%
+523
367
$61.1K 0.02%
+773
368
$61K 0.02%
+3,383
369
$60.7K 0.02%
2,457
+2,316
370
$60.7K 0.02%
+833
371
$60.5K 0.02%
+455
372
$60.1K 0.02%
+86
373
$59.5K 0.02%
865
-26,646
374
$59.1K 0.02%
+152
375
$58.8K 0.02%
+852
13 14
15
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