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
$387M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$13.1M
3
+$9.62M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.94M
5
MBB icon
iShares MBS ETF
MBB
+$7.81M

Top Sells

1
+$14.7M
2
+$9.28M
3
+$6.77M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.27M
5
BND icon
Vanguard Total Bond Market
BND
+$5.2M

Sector Composition

1 Technology 11.87%
2 Financials 6.54%
3 Healthcare 6.43%
4 Consumer Discretionary 6.31%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
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