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
826
$6.1K ﹤0.01%
+249
827
$6.04K ﹤0.01%
+109
828
$6.01K ﹤0.01%
+42
829
$5.99K ﹤0.01%
82
-918
830
$5.96K ﹤0.01%
+197
831
$5.92K ﹤0.01%
+1,654
832
$5.89K ﹤0.01%
+17
833
$5.8K ﹤0.01%
+2,125
834
$5.58K ﹤0.01%
+25
835
$5.53K ﹤0.01%
+115
836
$5.53K ﹤0.01%
+59
837
$5.4K ﹤0.01%
+105
838
$5.22K ﹤0.01%
+405
839
$5.12K ﹤0.01%
2,218
+526
840
$5.11K ﹤0.01%
78
-901
841
$5.1K ﹤0.01%
165
-1,579
842
$5.09K ﹤0.01%
+60
843
$5.09K ﹤0.01%
148
-9
844
$5.09K ﹤0.01%
150
-470
845
$5.03K ﹤0.01%
+53
846
$5.01K ﹤0.01%
+583
847
$5.01K ﹤0.01%
+33
848
$4.96K ﹤0.01%
208
-192
849
$4.95K ﹤0.01%
+79
850
$4.94K ﹤0.01%
+1,579
32 33
34
35 36