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
776
$8.78K ﹤0.01%
+50
777
$8.74K ﹤0.01%
1,069
+608
778
$8.73K ﹤0.01%
+854
779
$8.71K ﹤0.01%
+46
780
$8.47K ﹤0.01%
+100
781
$8.44K ﹤0.01%
144
-772
782
$8.36K ﹤0.01%
+58
783
$8.29K ﹤0.01%
+203
784
$8.23K ﹤0.01%
+73
785
$8.2K ﹤0.01%
+468
786
$8.19K ﹤0.01%
45
-13,020
787
$8.12K ﹤0.01%
+1,553
788
$8.07K ﹤0.01%
178
789
$8.07K ﹤0.01%
+144
790
$7.93K ﹤0.01%
+37
791
$7.9K ﹤0.01%
+346
792
$7.87K ﹤0.01%
34
-586
793
$7.83K ﹤0.01%
+110
794
$7.82K ﹤0.01%
+98
795
$7.81K ﹤0.01%
214
-2,156
796
$7.68K ﹤0.01%
+80
797
$7.64K ﹤0.01%
+79
798
$7.61K ﹤0.01%
53
-144
799
$7.55K ﹤0.01%
104
-588
800
$7.53K ﹤0.01%
+101
30 31
32
33 34