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
$297M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,040
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$11.5M
3
+$4.76M
4
BAC icon
Bank of America
BAC
+$4.5M
5
ET icon
Energy Transfer Partners
ET
+$4.49M

Top Sells

1
+$15.1M
2
+$12.6M
3
+$9.72M
4
AAPL icon
Apple
AAPL
+$8.16M
5
T icon
AT&T
T
+$5.73M

Sector Composition

1 Energy 18.43%
2 Financials 12.97%
3 Healthcare 11.33%
4 Technology 6.69%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$12K ﹤0.01%
+1,000
627
$11K ﹤0.01%
264
+213
628
$11K ﹤0.01%
+750
629
$11K ﹤0.01%
200
-200
630
$11K ﹤0.01%
+300
631
$10K ﹤0.01%
+100
632
$10K ﹤0.01%
+102
633
$10K ﹤0.01%
128
+103
634
$10K ﹤0.01%
500
+100
635
$10K ﹤0.01%
+100
636
$10K ﹤0.01%
876
+630
637
$10K ﹤0.01%
343
+275
638
$10K ﹤0.01%
+200
639
$9K ﹤0.01%
200
-6,100
640
$9K ﹤0.01%
300
641
$9K ﹤0.01%
+2,000
642
$9K ﹤0.01%
301
+241
643
$9K ﹤0.01%
100
-700
644
$9K ﹤0.01%
940
-420
645
$9K ﹤0.01%
+38
646
$9K ﹤0.01%
95
-124
647
$9K ﹤0.01%
+1,400
648
$9K ﹤0.01%
524
+422
649
$8K ﹤0.01%
100
650
$8K ﹤0.01%
143
+114
24 25
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