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
576
$22.1K 0.01%
+6,084
577
$22K 0.01%
793
+235
578
$22K 0.01%
+40
579
$21.8K 0.01%
1,070
+865
580
$21.8K 0.01%
+84
581
$21.7K 0.01%
+677
582
$21.6K 0.01%
+3,461
583
$21.6K 0.01%
+439
584
$21.5K 0.01%
+914
585
$21.4K 0.01%
+251
586
$21.2K 0.01%
+164
587
$21.1K 0.01%
+109
588
$21.1K 0.01%
+143
589
$21K 0.01%
+52
590
$21K 0.01%
+3,289
591
$21K 0.01%
189
+188
592
$20.9K 0.01%
+521
593
$20.7K 0.01%
+599
594
$20.6K 0.01%
+2,527
595
$20.4K 0.01%
192
-522
596
$20.4K 0.01%
+199
597
$20.4K 0.01%
+2,159
598
$20.3K 0.01%
200
599
$20.2K 0.01%
+66
600
$20.1K 0.01%
3,096
-10,815
22 23
24
25 26