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
451
$39K 0.01%
+2,405
452
$38.9K 0.01%
+152
453
$38.2K 0.01%
+1,301
454
$38.2K 0.01%
+2,395
455
$38.1K 0.01%
+774
456
$37.9K 0.01%
+882
457
$37.8K 0.01%
+100
458
$37.7K 0.01%
+3,019
459
$37.7K 0.01%
+227
460
$37.7K 0.01%
+512
461
$37.6K 0.01%
10,304
-1,147
462
$37.5K 0.01%
+1,040
463
$37.2K 0.01%
+500
464
$37.1K 0.01%
+10,815
465
$36.8K 0.01%
+8,659
466
$36K 0.01%
+179
467
$36K 0.01%
+567
468
$35.8K 0.01%
+171
469
$35.4K 0.01%
+118
470
$35.1K 0.01%
+5,130
471
$34.4K 0.01%
+421
472
$34.3K 0.01%
7,252
+6,498
473
$34.3K 0.01%
+460
474
$34.2K 0.01%
+64
475
$33.8K 0.01%
+5,716
17 18
19
20 21