SXL
Summit X LLC Portfolio holdings
AUM
$536M
1-Year Return
15.35%
This Quarter Return
-4.04%
1 Year Return
+15.35%
3 Year Return
+62.87%
5 Year Return
+106.58%
10 Year Return
–
AUM
$407M
AUM Growth
-$22.2M
(-5.2%)
Cap. Flow
+$192K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
33.93%
Holding
277
New
19
Increased
123
Reduced
98
Closed
24
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.17M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.14M |
| 3 |
iShares Global Financials ETF
IXG
|
$1.63M |
| 4 |
CIT
CIT Group Inc.
CIT
|
$1.51M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.39M |
Sector Composition
| 1 | Technology | 14.37% |
| 2 | Consumer Discretionary | 8.69% |
| 3 | Financials | 8.03% |
| 4 | Healthcare | 5.89% |
| 5 | Communication Services | 5.49% |
