SSG

Summit Securities Group Portfolio holdings

AUM $280M
1-Year Est. Return 13.47%
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Sector Composition

1 Technology 49.85%
2 Financials 9.72%
3 Consumer Discretionary 4.57%
4 Industrials 4%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-1,261
377
-2,478
378
-4,990
379
0