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
476
$33.8K 0.01%
2,343
-1,610
477
$33.8K 0.01%
+137
478
$33.8K 0.01%
4,590
+4,439
479
$33.7K 0.01%
200
-252
480
$33.4K 0.01%
+2,010
481
$33.3K 0.01%
+1,500
482
$33.3K 0.01%
207
+206
483
$33.3K 0.01%
+439
484
$33.2K 0.01%
+193
485
$33.1K 0.01%
+44
486
$32K 0.01%
3,720
-17,388
487
$32K 0.01%
+3,955
488
$32K 0.01%
+415
489
$32K 0.01%
+877
490
$32K 0.01%
+728
491
$32K 0.01%
+870
492
$32K 0.01%
+2,126
493
$31.9K 0.01%
+2,591
494
$31.9K 0.01%
2,099
-9,928
495
$31.9K 0.01%
+954
496
$31.9K 0.01%
+1,089
497
$31.9K 0.01%
832
+730
498
$31.9K 0.01%
617
+458
499
$31.8K 0.01%
+647
500
$31.8K 0.01%
+1,717
18 19
20
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