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

Top Buys

1
+$65.5M
2
+$39.4M
3
+$34.2M
4
TSLA icon
Tesla
TSLA
+$31.5M
5
CRM icon
Salesforce
CRM
+$23.5M

Top Sells

1
+$55.4M
2
+$15.3M
3
+$4.15M
4
BND icon
Vanguard Total Bond Market
BND
+$3.55M
5
ZEN
ZENDESK INC
ZEN
+$3.07M

Sector Composition

1 Technology 32.11%
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