SSG

Summit Securities Group Portfolio holdings

AUM $280M
1-Year Est. Return 13.47%
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.61M
3
+$5.55M
4
BAC icon
Bank of America
BAC
+$4.45M
5
CI icon
Cigna
CI
+$4.18M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.71M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.39M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$8.19M

Sector Composition

1 Technology 19.85%
2 Financials 12.13%
3 Consumer Discretionary 12.11%
4 Healthcare 10.53%
5 Consumer Staples 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
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