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
$429M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.38M
3 +$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1 +$1.76M
2 +$1.54M
3 +$1.38M
4
T icon
AT&T
T
+$1.09M
5
LOW icon
Lowe's Companies
LOW
+$1.04M

Sector Composition

1 Technology 14.97%
2 Consumer Discretionary 8.24%
3 Financials 7.86%
4 Healthcare 6.02%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
0
252
$78K 0.02%
31,925
+3,000
253
$37K 0.01%
27,000
+5,000
254
$35K 0.01%
96
-3
255
$28K 0.01%
725
+142
256
$25K 0.01%
539
+65
257
$18K ﹤0.01%
1,400
258
$11K ﹤0.01%
590
-175
259
-5,015
260
-25,488
261
-41,881
262
-12,247
263
-5,928
264
-2,615
265
-4,530
266
-22,301
267
-5,760
268
-14,591
269
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270
-4,104
271
-1,014
272
-103
273
-974
274
-4,459
275
-65,531