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
701
$13.1K ﹤0.01%
+182
702
$13.1K ﹤0.01%
+292
703
$13K ﹤0.01%
+514
704
$12.9K ﹤0.01%
670
+575
705
$12.9K ﹤0.01%
+170
706
$12.8K ﹤0.01%
+317
707
$12.8K ﹤0.01%
+158
708
$12.7K ﹤0.01%
1,500
-8,100
709
$12.6K ﹤0.01%
+22
710
$12.6K ﹤0.01%
+384
711
$12.6K ﹤0.01%
+100
712
$12.5K ﹤0.01%
+488
713
$12.4K ﹤0.01%
+141
714
$12.2K ﹤0.01%
+43
715
$12.2K ﹤0.01%
+1,256
716
$12.2K ﹤0.01%
+614
717
$12.2K ﹤0.01%
200
-700
718
$12.2K ﹤0.01%
+160
719
$12.1K ﹤0.01%
+133
720
$12K ﹤0.01%
+1,390
721
$12K ﹤0.01%
500
+399
722
$11.9K ﹤0.01%
+229
723
$11.9K ﹤0.01%
+292
724
$11.9K ﹤0.01%
+72
725
$11.9K ﹤0.01%
4,530
+1,036
27 28
29
30 31