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
$528M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,028
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$34.7M
3
+$30.5M
4
TSLA icon
Tesla
TSLA
+$29.9M
5
NFLX icon
Netflix
NFLX
+$22.3M

Top Sells

1
+$51.4M
2
+$15.7M
3
+$3.91M
4
BND icon
Vanguard Total Bond Market
BND
+$3.38M
5
ZEN
ZENDESK INC
ZEN
+$3M

Sector Composition

1 Technology 32.12%
2 Consumer Discretionary 15.64%
3 Communication Services 10.14%
4 Financials 9.22%
5 Energy 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
137
-114
652
$2K ﹤0.01%
300
-100
653
$2K ﹤0.01%
200
654
$2K ﹤0.01%
300
655
$2K ﹤0.01%
200
-13,400
656
$2K ﹤0.01%
100
657
$1K ﹤0.01%
+100
658
$1K ﹤0.01%
+72
659
$1K ﹤0.01%
+54
660
$1K ﹤0.01%
+25
661
$1K ﹤0.01%
+22
662
$1K ﹤0.01%
+33
663
$1K ﹤0.01%
100
-100
664
$1K ﹤0.01%
+21
665
$1K ﹤0.01%
100
666
$1K ﹤0.01%
27
667
$1K ﹤0.01%
+8
668
$1K ﹤0.01%
30
-362
669
$1K ﹤0.01%
+52
670
$1K ﹤0.01%
+919
671
$1K ﹤0.01%
25
-675
672
$1K ﹤0.01%
+54
673
$1K ﹤0.01%
+166
674
$1K ﹤0.01%
+8
675
$1K ﹤0.01%
+600
25 26
27
28 29