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
$407M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.05M
3
+$1.91M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.39M
5
LAZR
Luminar Technologies
LAZR
+$1.21M

Top Sells

1
+$2.17M
2
+$2.14M
3
+$1.63M
4
CIT
CIT Group Inc.
CIT
+$1.51M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
938
+213
252
$16K ﹤0.01%
539
253
$10K ﹤0.01%
840
+250
254
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