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
401
$49.6K 0.02%
+266
402
$49.5K 0.02%
545
-902
403
$49.5K 0.02%
343
-554
404
$49.3K 0.02%
+169
405
$49.1K 0.02%
+3,139
406
$49K 0.02%
+1,200
407
$48.1K 0.02%
+937
408
$48K 0.02%
+2,000
409
$47.7K 0.02%
+1,772
410
$47.1K 0.02%
1,729
-2,139
411
$47.1K 0.02%
+112
412
$47.1K 0.02%
+1,293
413
$47.1K 0.02%
5,686
+5,244
414
$46.8K 0.02%
+443
415
$46.8K 0.02%
300
-88
416
$46.5K 0.02%
+93
417
$46.1K 0.02%
+2,752
418
$45.8K 0.02%
+170
419
$45.5K 0.02%
+719
420
$45.4K 0.02%
504
+325
421
$45.4K 0.02%
+2,363
422
$45.2K 0.02%
+15,980
423
$45.2K 0.02%
+2,334
424
$45.2K 0.02%
+2,627
425
$45K 0.02%
+1,608
15 16
17
18 19