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
676
$14.6K 0.01%
137
-271
677
$14.5K 0.01%
1,952
-7,120
678
$14.5K 0.01%
+31
679
$14.4K 0.01%
+334
680
$14.4K 0.01%
+181
681
$14.4K 0.01%
+149
682
$14.4K 0.01%
235
+190
683
$14.2K 0.01%
+605
684
$14.2K 0.01%
+1,500
685
$14K 0.01%
2,760
-4,062
686
$14K 0.01%
+40
687
$14K 0.01%
+81
688
$13.9K 0.01%
+201
689
$13.9K 0.01%
+345
690
$13.8K ﹤0.01%
+82
691
$13.7K ﹤0.01%
432
-1,604
692
$13.7K ﹤0.01%
+39
693
$13.7K ﹤0.01%
+87
694
$13.5K ﹤0.01%
+75
695
$13.4K ﹤0.01%
+82
696
$13.4K ﹤0.01%
+259
697
$13.2K ﹤0.01%
+1,558
698
$13.2K ﹤0.01%
+165
699
$13.1K ﹤0.01%
+4,104
700
$13.1K ﹤0.01%
+1,050
26 27
28
29 30