SSG
Summit Securities Group Portfolio holdings
AUM
$560M
1-Year Est. Return
27.1%
This Fund
S&P 500
1 Year Est. Return
+27.1%
AUM
$560M
AUM Growth
+$256M
(+84%)
Holding
1,133
Top Buys
| 1 | +$45.6M | |
| 2 | +$25.1M | |
| 3 | +$24.1M | |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$24M |
| 5 |
Tesla
TSLA
|
+$23.9M |
Top Sells
| 1 | +$26.7M | |
| 2 | +$24.2M | |
| 3 | +$9.91M | |
| 4 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$8.79M |
| 5 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$8.55M |
Sector Composition
| 1 | Technology | 22.78% |
| 2 | Financials | 11.22% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Communication Services | 7.39% |
| 5 | Healthcare | 5.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Hyatt Hotels
H
$16.2B
| – | – |
-622
|
|
||
|
HBI
1127
DELISTED
Hanesbrands
HBI
| – | – |
-5,402
|
|
||
1128
Hawaiian Electric Industries
HE
$2.73B
| – | – |
0
|
|
||
1129
Hillman Solutions
HLMN
$1.74B
| – | – |
-776
|
|
||
1130
Haleon
HLN
$43.4B
| – | – |
-6,592
|
|
||
1131
Honda
HMC
$32.4B
| – | – |
-109
|
|
||
1132
Harley-Davidson
HOG
$2.63B
| – | – |
-2,261
|
|
||
|
HPP
1133
Hudson Pacific Properties
HPP
$409M
| – | – |
-1,367
|
|