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
$257M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$7.21M
3
+$5.09M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.02M
5
SHPG
Shire pic
SHPG
+$4.38M

Top Sells

1
+$50.9M
2
+$45M
3
+$10.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.5M
5
UPS icon
United Parcel Service
UPS
+$6.21M

Sector Composition

1 Energy 32.38%
2 Technology 15.16%
3 Healthcare 13.56%
4 Financials 7.32%
5 Real Estate 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
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