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

Top Sells

1 +$8.25M
2 +$2.59M
3 +$2.54M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.16M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.09M

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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