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

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
726
$11.9K ﹤0.01%
+498
727
$11.8K ﹤0.01%
+579
728
$11.7K ﹤0.01%
+79
729
$11.7K ﹤0.01%
+200
730
$11.5K ﹤0.01%
+100
731
$11.5K ﹤0.01%
+61
732
$11.5K ﹤0.01%
+36
733
$11.5K ﹤0.01%
+39
734
$11.4K ﹤0.01%
+94
735
$11.4K ﹤0.01%
+349
736
$11.4K ﹤0.01%
+111
737
$11.4K ﹤0.01%
+876
738
$11K ﹤0.01%
+37
739
$11K ﹤0.01%
+138
740
$10.9K ﹤0.01%
+35
741
$10.8K ﹤0.01%
+460
742
$10.8K ﹤0.01%
+367
743
$10.7K ﹤0.01%
+117
744
$10.7K ﹤0.01%
+189
745
$10.6K ﹤0.01%
+81
746
$10.6K ﹤0.01%
+156
747
$10.6K ﹤0.01%
+93
748
$10.6K ﹤0.01%
+154
749
$10.5K ﹤0.01%
+993
750
$10.5K ﹤0.01%
+102