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
426
$44.8K 0.02%
+117
427
$44.5K 0.02%
+180
428
$44.4K 0.02%
+229
429
$43.9K 0.02%
367
-17
430
$43.8K 0.02%
+481
431
$43.6K 0.02%
+749
432
$43.3K 0.02%
+973
433
$43.1K 0.02%
+304
434
$43.1K 0.02%
+3,971
435
$42.8K 0.02%
+592
436
$42.8K 0.02%
+5,600
437
$42.6K 0.02%
+2,047
438
$42.6K 0.02%
19,288
+11,768
439
$42.4K 0.02%
+1,600
440
$42.4K 0.02%
2,200
+1,400
441
$42.3K 0.02%
+150
442
$42.1K 0.02%
+144
443
$41.7K 0.01%
+13,820
444
$41.1K 0.01%
+1,486
445
$40.8K 0.01%
+11
446
$40.4K 0.01%
4,400
-2,500
447
$39.7K 0.01%
+3,445
448
$39.4K 0.01%
+1,702
449
$39.3K 0.01%
612
+514
450
$39.2K 0.01%
+536
16 17
18
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