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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
(+14%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
8.9%
Top 10 Holdings %
Top 10 Hldgs %
40.55%
Holding
244
New
37
Increased
144
Reduced
44
Closed
9
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$19.2M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$4.61M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.96M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$2.04M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$1.42M |
Top Sells
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$10.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$3.39M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.99M |
| 4 |
iShares Global Energy ETF
IXC
|
+$2.78M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$2.18M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Healthcare | 5.57% |
| 3 | Consumer Discretionary | 4.71% |
| 4 | Financials | 3.68% |
| 5 | Industrials | 3.5% |
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