SSG
Summit Securities Group Portfolio holdings
AUM
$280M
1-Year Return
13.47%
This Quarter Return
+5.1%
1 Year Return
+13.47%
3 Year Return
+33.41%
5 Year Return
+89.54%
10 Year Return
+225.55%
AUM
$195M
AUM Growth
+$12.2M
(+6.6%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
69.26%
Holding
307
New
68
Increased
15
Reduced
30
Closed
171
Top Buys
| 1 |
Procter & Gamble
PG
|
$47.5M |
| 2 |
Apple
AAPL
|
$31.9M |
| 3 |
Microsoft
MSFT
|
$15.7M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.3M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.37M |
Top Sells
Sector Composition
| 1 | Technology | 33.67% |
| 2 | Consumer Staples | 25.51% |
| 3 | Consumer Discretionary | 5.9% |
| 4 | Communication Services | 4% |
| 5 | Industrials | 1.98% |
