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
501
$31.7K 0.01%
+109
502
$31.6K 0.01%
+2,800
503
$31.4K 0.01%
+200
504
$31.4K 0.01%
769
+562
505
$31.2K 0.01%
+30
506
$31.1K 0.01%
+106
507
$31K 0.01%
+916
508
$30.9K 0.01%
+849
509
$30.9K 0.01%
+395
510
$30.6K 0.01%
7,844
+7,534
511
$30.6K 0.01%
+380
512
$30.5K 0.01%
+93
513
$30.1K 0.01%
+293
514
$30K 0.01%
+52
515
$29.6K 0.01%
+413
516
$29.5K 0.01%
+186
517
$29.4K 0.01%
+760
518
$29.2K 0.01%
16
-36
519
$28.7K 0.01%
+223
520
$28.7K 0.01%
+353
521
$28.7K 0.01%
607
-191
522
$28.6K 0.01%
+1,180
523
$28.6K 0.01%
+668
524
$28.5K 0.01%
+4,365
525
$28.3K 0.01%
+336
19 20
21
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