SSG

Summit Securities Group Portfolio holdings

AUM $305M
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
-$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$10.9M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$3.53M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.79M

Top Sells

1
+$181M
2
+$113M
3
+$36.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$33.4M
5
WFC icon
Wells Fargo
WFC
+$24.8M

Sector Composition

1 Technology 18.36%
2 Energy 16.22%
3 Healthcare 10.98%
4 Financials 8.85%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$9K ﹤0.01%
+22
627
$9K ﹤0.01%
+500
628
$9K ﹤0.01%
+22
629
$9K ﹤0.01%
+156
630
$8K ﹤0.01%
+67
631
$8K ﹤0.01%
+89
632
$8K ﹤0.01%
+300
633
$8K ﹤0.01%
+61
634
$8K ﹤0.01%
+119
635
$8K ﹤0.01%
+80
636
$8K ﹤0.01%
+242
637
$8K ﹤0.01%
+26
638
$8K ﹤0.01%
+102
639
$8K ﹤0.01%
+168
640
$8K ﹤0.01%
+24
641
$8K ﹤0.01%
+300
642
$8K ﹤0.01%
+355
643
$8K ﹤0.01%
+58
644
$8K ﹤0.01%
92
-4,932
645
$8K ﹤0.01%
+76
646
$8K ﹤0.01%
+100
647
$8K ﹤0.01%
+67
648
$8K ﹤0.01%
+25
649
$8K ﹤0.01%
100
-19,800
650
$8K ﹤0.01%
+33
24 25
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