SSG
Summit Securities Group Portfolio holdings
AUM
$280M
1-Year Return
13.47%
This Quarter Return
+2.45%
1 Year Return
+13.47%
3 Year Return
+33.41%
5 Year Return
+89.54%
10 Year Return
+225.55%
AUM
$249M
AUM Growth
+$107M
(+75%)
Cap. Flow
+$97.7M
Cap. Flow
% of AUM
39.3%
Top 10 Holdings %
Top 10 Hldgs %
50.41%
Holding
788
New
309
Increased
80
Reduced
127
Closed
155
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$39.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$18.3M |
| 3 |
Broadcom
AVGO
|
+$14.2M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$9.62M |
| 5 |
BP
BP
|
+$9.32M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$28.7M |
| 2 |
Apple
AAPL
|
+$7.9M |
| 3 |
Altria Group
MO
|
+$7.85M |
| 4 |
TotalEnergies
TTE
|
+$7.81M |
| 5 |
Sanofi
SNY
|
+$6.98M |
Sector Composition
| 1 | Energy | 14.98% |
| 2 | Healthcare | 11.45% |
| 3 | Technology | 9.68% |
| 4 | Financials | 5.93% |
| 5 | Communication Services | 5.9% |
