SSG

Summit Securities Group Portfolio holdings

AUM $280M
1-Year Est. Return 13.47%
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.96M
3
+$4.68M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.23M

Top Sells

1
+$41M
2
+$16.8M
3
+$12.2M
4
JPM icon
JPMorgan Chase
JPM
+$10.2M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.25M

Sector Composition

1 Technology 46.3%
2 Financials 12.1%
3 Consumer Staples 5.38%
4 Healthcare 5.09%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
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