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
551
$24.8K 0.01%
5,882
+3,403
552
$24.7K 0.01%
+326
553
$24.6K 0.01%
+201
554
$24.3K 0.01%
+242
555
$24.2K 0.01%
191
-326
556
$24.1K 0.01%
+500
557
$24.1K 0.01%
+115
558
$24K 0.01%
+186
559
$23.5K 0.01%
+1,665
560
$23.4K 0.01%
+1,011
561
$23.4K 0.01%
+32
562
$23.3K 0.01%
4,665
+4,506
563
$23.2K 0.01%
+89
564
$23.2K 0.01%
+711
565
$23.1K 0.01%
141
-1,859
566
$23.1K 0.01%
+310
567
$22.9K 0.01%
+1,987
568
$22.9K 0.01%
1,500
-1,500
569
$22.9K 0.01%
+251
570
$22.7K 0.01%
+920
571
$22.7K 0.01%
+192
572
$22.5K 0.01%
+271
573
$22.4K 0.01%
+215
574
$22.4K 0.01%
+424
575
$22.3K 0.01%
+162
21 22
23
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