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
$205M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$15M
3 +$14.4M
4
XOM icon
Exxon Mobil
XOM
+$11.3M
5
WMT icon
Walmart
WMT
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.5%
2 Industrials 14.74%
3 Consumer Staples 13.7%
4 Healthcare 11.65%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
0
402
$0 ﹤0.01%
+11
403
$0 ﹤0.01%
+11
404
$0 ﹤0.01%
+1
405
$0 ﹤0.01%
+11
406
$0 ﹤0.01%
+200
407
0
408
$0 ﹤0.01%
+2
409
$0 ﹤0.01%
+2,000
410
$0 ﹤0.01%
+5,696
411
$0 ﹤0.01%
+25,100
412
$0 ﹤0.01%
+2,000
413
$0 ﹤0.01%
+500
414
$0 ﹤0.01%
+1,914
415
$0 ﹤0.01%
+700
416
$0 ﹤0.01%
+31
417
$0 ﹤0.01%
+5,790
418
$0 ﹤0.01%
+23,588
419
$0 ﹤0.01%
+3,900
420
$0 ﹤0.01%
+4,000
421
$0 ﹤0.01%
+230,000
422
$0 ﹤0.01%
+5,000
423
$0 ﹤0.01%
+11
424
$0 ﹤0.01%
+11
425
$0 ﹤0.01%
+124,800