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
426
$0 ﹤0.01%
+647,405
427
$0 ﹤0.01%
+76
428
$0 ﹤0.01%
+3,000