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
801
$7.42K ﹤0.01%
+109
802
$7.33K ﹤0.01%
+4,824
803
$7.17K ﹤0.01%
+467
804
$7.16K ﹤0.01%
+80
805
$7.13K ﹤0.01%
+26
806
$7.07K ﹤0.01%
+72
807
$7.06K ﹤0.01%
+1,067
808
$7.05K ﹤0.01%
790
-1,589
809
$7.05K ﹤0.01%
+93
810
$7.05K ﹤0.01%
+104
811
$6.98K ﹤0.01%
64
+63
812
$6.96K ﹤0.01%
+96
813
$6.96K ﹤0.01%
+56
814
$6.83K ﹤0.01%
1,075
-2,925
815
$6.72K ﹤0.01%
+38
816
$6.71K ﹤0.01%
+34
817
$6.7K ﹤0.01%
+1,472
818
$6.61K ﹤0.01%
+98
819
$6.57K ﹤0.01%
321
-1,361
820
$6.53K ﹤0.01%
+100
821
$6.44K ﹤0.01%
+174
822
$6.42K ﹤0.01%
+1,405
823
$6.32K ﹤0.01%
+229
824
$6.28K ﹤0.01%
26
-738
825
$6.1K ﹤0.01%
301
-8,199
31 32
33
34 35