SXL

Summit X LLC Portfolio holdings

AUM $536M
1-Year Est. Return 15.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$4.33M
3
+$3.24M
4
CMG icon
Chipotle Mexican Grill
CMG
+$2.69M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.48M

Top Sells

1
+$6.68M
2
+$2.78M
3
+$2.39M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.38M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.21M

Sector Composition

1 Technology 14.41%
2 Consumer Discretionary 5.6%
3 Healthcare 4.61%
4 Financials 3.56%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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239
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-66,961
6 7 8 9
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