SSG
Summit Securities Group Portfolio holdings
AUM
$280M
1-Year Return
13.47%
This Quarter Return
+1.99%
1 Year Return
+13.47%
3 Year Return
+33.41%
5 Year Return
+89.54%
10 Year Return
+225.55%
AUM
$158M
AUM Growth
-$104M
(-40%)
Cap. Flow
-$128M
Cap. Flow
% of AUM
-80.92%
Top 10 Holdings %
Top 10 Hldgs %
67.31%
Holding
826
New
285
Increased
58
Reduced
91
Closed
316
Top Buys
| 1 |
Energy Transfer Partners
ET
|
$7.28M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$7.1M |
| 3 |
Altria Group
MO
|
$6.72M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$6.47M |
| 5 |
Unilever
UL
|
$5.18M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$67.7M |
| 2 |
Apple
AAPL
|
$17.7M |
| 3 |
Philips
PHG
|
$16.7M |
| 4 |
Advanced Micro Devices
AMD
|
$16.3M |
| 5 |
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% |
