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
376
$2K ﹤0.01%
+243
377
$2K ﹤0.01%
+149
378
$2K ﹤0.01%
+217
379
$2K ﹤0.01%
+406
380
$2K ﹤0.01%
+380
381
$2K ﹤0.01%
+411
382
$2K ﹤0.01%
+59
383
$1K ﹤0.01%
+61
384
$1K ﹤0.01%
+218
385
$1K ﹤0.01%
+452
386
$1K ﹤0.01%
+45
387
$1K ﹤0.01%
+143
388
$1K ﹤0.01%
+25
389
$1K ﹤0.01%
+121
390
$1K ﹤0.01%
+232
391
$1K ﹤0.01%
+5
392
$1K ﹤0.01%
+320
393
$1K ﹤0.01%
+125
394
$1K ﹤0.01%
+54
395
$1K ﹤0.01%
+17
396
$1K ﹤0.01%
+30
397
$1K ﹤0.01%
+105
398
$1K ﹤0.01%
+91
399
$1K ﹤0.01%
95
-9,741
400
$1K ﹤0.01%
95
-1,475
14 15
16
17 18