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
876
$3.03K ﹤0.01%
2,122
+1,967
877
$3.02K ﹤0.01%
+400
878
$2.98K ﹤0.01%
1,647
+1,543
879
$2.77K ﹤0.01%
101
-16,269
880
$2.76K ﹤0.01%
+274
881
$2.61K ﹤0.01%
+2,157
882
$2.57K ﹤0.01%
+75
883
$2.31K ﹤0.01%
1,992
+1,859
884
$2.27K ﹤0.01%
+28
885
$2.24K ﹤0.01%
+459
886
$1.68K ﹤0.01%
100
-300
887
$1.51K ﹤0.01%
+563
888
$1.33K ﹤0.01%
+14
889
$1.22K ﹤0.01%
33
-1,913
890
$912 ﹤0.01%
+6
891
$505 ﹤0.01%
+14
892
$495 ﹤0.01%
+10
893
$490 ﹤0.01%
160
-356
894
$259 ﹤0.01%
9
-23
895
$244 ﹤0.01%
+1
896
$160 ﹤0.01%
+1
897
$154 ﹤0.01%
+2
898
$132 ﹤0.01%
+1
899
$127 ﹤0.01%
+1
900
$110 ﹤0.01%
+1
34 35
36
37 38