SSG

Summit Securities Group Portfolio holdings

AUM $305M
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$7.1M
3
+$6.72M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.47M
5
UL icon
Unilever
UL
+$5.18M

Top Sells

1
+$67.7M
2
+$17.7M
3
+$16.7M
4
AMD icon
Advanced Micro Devices
AMD
+$16.3M
5
TSLA icon
Tesla
TSLA
+$14.9M

Sector Composition

1 Technology 22.81%
2 Energy 16.67%
3 Consumer Staples 14.51%
4 Consumer Discretionary 14.48%
5 Communication Services 14.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.01%
649
+583
127
$50K 0.01%
+768
128
$50K 0.01%
1,231
+1,099
129
$50K 0.01%
+1,244
130
$50K 0.01%
183
+167
131
$50K 0.01%
958
+820
132
$50K 0.01%
+296
133
$50K 0.01%
253
+224
134
$50K 0.01%
+1,000
135
$50K 0.01%
98
+78
136
$50K 0.01%
+842
137
$48K 0.01%
+923
138
$47K 0.01%
+502
139
$47K 0.01%
400
-3,000
140
$45K 0.01%
+557
141
$45K 0.01%
+600
142
$44K 0.01%
+2,500
143
$44K 0.01%
1,300
-1,600
144
$43K 0.01%
+615
145
$42K 0.01%
+800
146
$41K 0.01%
+1,000
147
$41K 0.01%
+1,001
148
$41K 0.01%
1,500
-2,500
149
$40K 0.01%
+45
150
$40K 0.01%
1,000
+927
4 5
6
7 8