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
$393M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.8M
3
+$15.5M
4
NVDA icon
NVIDIA
NVDA
+$14.5M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$4.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.27M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$3.04M

Sector Composition

1 Technology 39.43%
2 Financials 16.54%
3 Healthcare 9.2%
4 Industrials 7.71%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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204
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212
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216
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0
5 6 7 8
9