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
851
$4.93K ﹤0.01%
95
-1,106
852
$4.89K ﹤0.01%
145
+124
853
$4.78K ﹤0.01%
139
-4,444
854
$4.75K ﹤0.01%
301
-2,387
855
$4.59K ﹤0.01%
+89
856
$4.51K ﹤0.01%
+117
857
$4.44K ﹤0.01%
+243
858
$4.39K ﹤0.01%
+200
859
$4.22K ﹤0.01%
+1,047
860
$4.15K ﹤0.01%
+50
861
$4.13K ﹤0.01%
+1,391
862
$4.08K ﹤0.01%
+133
863
$3.99K ﹤0.01%
+28
864
$3.98K ﹤0.01%
140
-5,002
865
$3.97K ﹤0.01%
+220
866
$3.93K ﹤0.01%
+1,199
867
$3.81K ﹤0.01%
+25
868
$3.68K ﹤0.01%
+100
869
$3.68K ﹤0.01%
+102
870
$3.67K ﹤0.01%
+35
871
$3.63K ﹤0.01%
+977
872
$3.53K ﹤0.01%
+74
873
$3.49K ﹤0.01%
+88
874
$3.45K ﹤0.01%
+2,735
875
$3.28K ﹤0.01%
+122
33 34
35
36 37