SSG
Summit Securities Group Portfolio holdings
AUM
$280M
1-Year Return
13.47%
This Quarter Return
+4.79%
1 Year Return
+13.47%
3 Year Return
+33.41%
5 Year Return
+89.54%
10 Year Return
+225.55%
AUM
$280M
AUM Growth
+$135M
(+94%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
45.49%
Top 10 Holdings %
Top 10 Hldgs %
47.28%
Holding
1,339
New
676
Increased
120
Reduced
110
Closed
382
Top Buys
| 1 |
AZEK
The AZEK Co
AZEK
|
+$38.3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$17.3M |
| 3 |
Advanced Micro Devices
AMD
|
+$7.1M |
| 4 |
Novo Nordisk
NVO
|
+$6.75M |
| 5 |
BP
BP
|
+$6.73M |
Top Sells
| 1 |
CME Group
CME
|
+$6.38M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.02M |
| 3 |
Altria Group
MO
|
+$3.59M |
| 4 |
TSMC
TSM
|
+$3.58M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$3.44M |
Sector Composition
| 1 | Technology | 19.88% |
| 2 | Industrials | 18.11% |
| 3 | Healthcare | 9.27% |
| 4 | Energy | 7.27% |
| 5 | Consumer Staples | 7% |
