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
$264M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$6.3M
3 +$3.66M
4
BKNG icon
Booking.com
BKNG
+$3.3M
5
GT icon
Goodyear
GT
+$3.09M

Top Sells

1 +$11.4M
2 +$8.7M
3 +$8.67M
4
DIS icon
Walt Disney
DIS
+$7.34M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$5.37M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 8.82%
3 Industrials 8.39%
4 Healthcare 7.63%
5 Financials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-23,230
377
-8,920
378
0