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
376
$58.4K 0.02%
+3,242
377
$57.8K 0.02%
+38
378
$56.6K 0.02%
+2,000
379
$56.5K 0.02%
+247
380
$56.4K 0.02%
+2,721
381
$55.1K 0.02%
+1,319
382
$54.6K 0.02%
+313
383
$54.1K 0.02%
+33,000
384
$53.5K 0.02%
+25,000
385
$53K 0.02%
+600
386
$52.8K 0.02%
+3,581
387
$52.8K 0.02%
5,000
-2,400
388
$52.6K 0.02%
+168
389
$52.5K 0.02%
+66
390
$52.4K 0.02%
+467
391
$52.2K 0.02%
+104
392
$51.7K 0.02%
+145
393
$51.5K 0.02%
+2,056
394
$50.9K 0.02%
+907
395
$50.8K 0.02%
+3,801
396
$50.5K 0.02%
379
+378
397
$50.3K 0.02%
653
-347
398
$49.9K 0.02%
2,864
+2,364
399
$49.8K 0.02%
+142
400
$49.7K 0.02%
+5,251
14 15
16
17 18