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
176
$31K 0.01%
+1,000
177
$31K 0.01%
+2,000
178
$30K 0.01%
+2,644
179
$30K 0.01%
+11,255
180
$30K 0.01%
+1,673
181
$30K 0.01%
14,455
+12,922
182
$30K 0.01%
+2,345
183
$30K 0.01%
+4,703
184
$30K 0.01%
+1,709
185
$30K 0.01%
+3,983
186
$30K 0.01%
+2,280
187
$30K 0.01%
+6,090
188
$30K 0.01%
+2,482
189
$30K 0.01%
+1,894
190
$30K 0.01%
+2,340
191
$30K 0.01%
+2,455
192
$30K 0.01%
3,165
+2,165
193
$30K 0.01%
+4,209
194
$29K 0.01%
1,524
-3,476
195
$28K 0.01%
+4,000
196
$28K 0.01%
+74
197
$27K 0.01%
+200
198
$27K 0.01%
500
199
$27K 0.01%
2,000
200
$26K 0.01%
+9,645
6 7
8
9 10