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SXL

Summit X LLC Portfolio holdings

AUM $536M
1-Year Est. Return 15.36%
This Fund
S&P 500
This Quarter Est. Return
+4.77%
1 Year Est. Return
+15.36%
3 Year Est. Return
+62.88%
5 Year Est. Return
+106.61%
10 Year Est. Return
AUM
$446M
AUM Growth
+$55.5M
Cap. Flow
+$39.7M
Cap. Flow %
8.9%
Top 10 Hldgs %
40.55%
Holding
244
New
37
Increased
144
Reduced
44
Closed
9
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TFC icon
226
Truist Financial
TFC
$66.3B
$208K 0.05%
+5,297
New +$200K
IWR icon
227
iShares Russell Mid-Cap ETF
IWR
$57B
$207K 0.05%
2,548
WY icon
228
Weyerhaeuser
WY
$17.6B
$202K 0.05%
7,127
+2
+0% +$62
COP icon
229
ConocoPhillips
COP
$137B
$202K 0.05%
+1,767
New +$215K
FSCO
230
FS Credit Opportunities Corp
FSCO
$977M
$163K 0.04%
25,624
+11,165
+77% +$68.6K
INVZ icon
231
Innoviz Technologies
INVZ
$138M
$81.2K 0.02%
87,541
+44,001
+101% +$49.4K
LYG icon
232
Lloyds Banking Group
LYG
$87.6B
$47.7K 0.01%
+16,065
New +$43.1K
HYPR icon
233
Hyperfine
HYPR
$97.5M
$15.3K ﹤0.01%
18,000
LILM
234
DELISTED
Lilium N.V. Class A Ordinary Shares
LILM
$8.74K ﹤0.01%
+11,000
New +$10.3K
TRVN
235
DELISTED
Trevena, Inc.
TRVN
$3.58K ﹤0.01%
656
CNC icon
236
Centene
CNC
$31.5B
-2,847
Closed -$223K
ESGE icon
237
iShares ESG Aware MSCI EM ETF
ESGE
$6.55B
-6,649
Closed -$214K
FDLO icon
238
Fidelity Low Volatility Factor ETF
FDLO
$1.41B
-3,822
Closed -$215K
IXC icon
239
iShares Global Energy ETF
IXC
$2.21B
-64,655
Closed -$2.78M
PLD icon
240
Prologis
PLD
$140B
-2,662
Closed -$347K
PSA icon
241
Public Storage
PSA
$57B
-1,046
Closed -$304K
XLRE icon
242
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
-14,748
Closed -$583K
ARTY
243
iShares Future AI & Tech ETF
ARTY
$3.46B
-6,066
Closed -$208K
NKLA
244
DELISTED
Nikola Corporation Common Stock
NKLA
-539
Closed -$16.8K

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