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

Top Sells

1
+$6.3M
2
+$6.02M
3
+$3.59M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.24M
5
MT icon
ArcelorMittal
MT
+$2.95M

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
651
$16.4K 0.01%
+32
652
$16.3K 0.01%
+106
653
$16.2K 0.01%
+2,277
654
$16.2K 0.01%
107
-593
655
$16.1K 0.01%
439
-5,043
656
$16K 0.01%
+352
657
$16K 0.01%
+5,000
658
$15.9K 0.01%
+55
659
$15.9K 0.01%
+66
660
$15.7K 0.01%
+247
661
$15.7K 0.01%
+72
662
$15.6K 0.01%
+105
663
$15.6K 0.01%
500
-394
664
$15.6K 0.01%
+47
665
$15.6K 0.01%
+231
666
$15.5K 0.01%
+635
667
$15.5K 0.01%
+2,268
668
$15.2K 0.01%
+1,348
669
$15.1K 0.01%
+1,739
670
$15K 0.01%
+235
671
$14.8K 0.01%
+2
672
$14.8K 0.01%
+201
673
$14.8K 0.01%
+47
674
$14.7K 0.01%
+36
675
$14.7K 0.01%
+56
25 26
27
28 29