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
526
$28.2K 0.01%
+5,034
527
$28.2K 0.01%
+2,002
528
$28.2K 0.01%
+210
529
$28K 0.01%
+155
530
$27.7K 0.01%
198
+197
531
$27.7K 0.01%
+187
532
$27.7K 0.01%
+924
533
$27.3K 0.01%
+519
534
$27K 0.01%
+1,292
535
$27K 0.01%
3,172
-13,828
536
$26.9K 0.01%
+1,218
537
$26.7K 0.01%
2,594
-3,003
538
$26.6K 0.01%
+9,261
539
$26.5K 0.01%
+1,856
540
$26.2K 0.01%
+265
541
$26K 0.01%
1,400
542
$25.7K 0.01%
+239
543
$25.7K 0.01%
2,200
544
$25.6K 0.01%
4,312
+3,544
545
$25.4K 0.01%
+3,700
546
$25.3K 0.01%
+98
547
$25.2K 0.01%
+76
548
$25.2K 0.01%
+442
549
$25K 0.01%
+301
550
$24.9K 0.01%
+278
20 21
22
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