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
751
$10.5K ﹤0.01%
+34
752
$10.5K ﹤0.01%
+173
753
$10.4K ﹤0.01%
+345
754
$10.4K ﹤0.01%
+186
755
$10.4K ﹤0.01%
+23
756
$10.2K ﹤0.01%
+1,849
757
$10K ﹤0.01%
109
-536
758
$9.97K ﹤0.01%
+83
759
$9.96K ﹤0.01%
+229
760
$9.86K ﹤0.01%
+29
761
$9.8K ﹤0.01%
+517
762
$9.77K ﹤0.01%
+150
763
$9.76K ﹤0.01%
+200
764
$9.71K ﹤0.01%
+121
765
$9.71K ﹤0.01%
108
-589
766
$9.59K ﹤0.01%
+456
767
$9.58K ﹤0.01%
+100
768
$9.53K ﹤0.01%
+788
769
$9.42K ﹤0.01%
+131
770
$9.28K ﹤0.01%
2,147
+1,661
771
$9.14K ﹤0.01%
142
+136
772
$9.09K ﹤0.01%
+491
773
$8.9K ﹤0.01%
+223
774
$8.83K ﹤0.01%
49
-93
775
$8.8K ﹤0.01%
+263
29 30
31
32 33