SXL

Summit X LLC Portfolio holdings

AUM $536M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$597K
3
+$528K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$512K
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$481K

Top Sells

1
+$686K
2
+$535K
3
+$452K
4
IYE icon
iShares US Energy ETF
IYE
+$449K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$420K

Sector Composition

1 Technology 13.27%
2 Consumer Discretionary 6.55%
3 Financials 6.46%
4 Healthcare 6.17%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.07%
8,694
+937
227
$274K 0.07%
2,884
+312
228
$267K 0.06%
2,120
+94
229
$264K 0.06%
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-102
230
$263K 0.06%
929
231
$262K 0.06%
1,615
-6
232
$261K 0.06%
4,202
-671
233
$261K 0.06%
2,130
-293
234
$253K 0.06%
1,356
-3
235
$251K 0.06%
6,120
236
$251K 0.06%
2,859
-58
237
$249K 0.06%
1,259
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238
$244K 0.06%
14,279
-1
239
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240
$239K 0.06%
6,811
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241
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1,077
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242
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2,344
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243
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244
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6,887
245
$232K 0.06%
8,069
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246
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+3,530
247
$229K 0.06%
1,084
+50
248
$228K 0.06%
924
+33
249
$225K 0.05%
6,342
+1,123
250
$218K 0.05%
+560
8 9
10
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