STA
Summit Trail Advisors Portfolio holdings
AUM
$7.23B
1-Year Est. Return
23.45%
1 Year Est. Return
+23.45%
AUM
$589M
AUM Growth
-$203M
(-26%)
Holding
2,203
Top Buys
| 1 | +$4.57M | |
| 2 | +$3.57M | |
| 3 | +$2.2M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.18M |
| 5 |
Nutrien
NTR
|
+$1.92M |
Top Sells
| 1 | +$1.75M | |
| 2 | +$1.67M | |
| 3 | +$1.22M | |
| 4 |
BWLD
Buffalo Wild Wings, Inc.
BWLD
|
+$938K |
| 5 |
Nektar Therapeutics
NKTR
|
+$896K |
Sector Composition
| 1 | Communication Services | 15.15% |
| 2 | Technology | 14.99% |
| 3 | Energy | 12.16% |
| 4 | Financials | 8.46% |
| 5 | Consumer Discretionary | 7.11% |