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

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
626
$17.4K 0.01%
+153
627
$17.2K 0.01%
+79
628
$17.2K 0.01%
+4,069
629
$17.2K 0.01%
+29
630
$17.2K 0.01%
+689
631
$17.1K 0.01%
+256
632
$17K 0.01%
+93
633
$17K 0.01%
+145
634
$16.9K 0.01%
+148
635
$16.9K 0.01%
72
-140
636
$16.9K 0.01%
+345
637
$16.9K 0.01%
+167
638
$16.8K 0.01%
+497
639
$16.8K 0.01%
+247
640
$16.8K 0.01%
+103
641
$16.7K 0.01%
+115
642
$16.7K 0.01%
+656
643
$16.6K 0.01%
+131
644
$16.6K 0.01%
+100
645
$16.6K 0.01%
+300
646
$16.6K 0.01%
+71
647
$16.6K 0.01%
+1,041
648
$16.5K 0.01%
+2,876
649
$16.4K 0.01%
+14
650
$16.4K 0.01%
+980