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
601
$20K 0.01%
+477
602
$19.8K 0.01%
+81
603
$19.8K 0.01%
+5,344
604
$19.6K 0.01%
3,034
-68
605
$19.6K 0.01%
3,100
+1,100
606
$19.5K 0.01%
+96
607
$19.3K 0.01%
+672
608
$19.2K 0.01%
+145
609
$19.2K 0.01%
+79
610
$19.2K 0.01%
+304
611
$19.1K 0.01%
+711
612
$19.1K 0.01%
+368
613
$19K 0.01%
+1,979
614
$19K 0.01%
1,001
615
$18.8K 0.01%
923
-6,502
616
$18.7K 0.01%
122
-339
617
$18.5K 0.01%
+449
618
$18.2K 0.01%
+131
619
$18.2K 0.01%
+335
620
$18.1K 0.01%
884
-18,116
621
$18K 0.01%
+706
622
$17.8K 0.01%
+2,000
623
$17.6K 0.01%
+183
624
$17.5K 0.01%
+220
625
$17.5K 0.01%
+111
23 24
25
26 27