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
$339M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$5.78M
3
+$3.72M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.4M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$2.15M

Top Sells

1
+$9.1M
2
+$3.41M
3
+$2.72M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.38M
5
NVDA icon
NVIDIA
NVDA
+$2.35M

Sector Composition

1 Technology 11.15%
2 Financials 7.7%
3 Consumer Discretionary 7.36%
4 Healthcare 6.38%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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