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
$411M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$338K
2 +$226K
3 +$165K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$64.8K
5
PANW icon
Palo Alto Networks
PANW
+$64.1K

Top Sells

1 +$11.5M
2 +$1.54M
3 +$1.3M
4
AAPL icon
Apple
AAPL
+$1.28M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.13M

Sector Composition

1 Technology 13.31%
2 Healthcare 5.44%
3 Consumer Discretionary 4.72%
4 Industrials 3.61%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.08M 0.99%
77,019
-4,583
27
$3.29M 0.8%
3,626
-31
28
$3.09M 0.75%
6,447
-260
29
$3.06M 0.74%
17,836
+329
30
$2.87M 0.7%
26,382
-1,326
31
$2.74M 0.67%
27,326
-2,416
32
$2.46M 0.6%
21,332
-1,884
33
$2.39M 0.58%
56,797
-3,122
34
$2.38M 0.58%
66,961
-3,541
35
$2.36M 0.58%
143,909
-5,102
36
$2.24M 0.54%
33,030
-2,601
37
$2.21M 0.54%
20,725
-832
38
$2.13M 0.52%
8,114
-934
39
$2.1M 0.51%
11,424
+1,230
40
$2.04M 0.5%
162,752
-3,941
41
$2.01M 0.49%
43,225
-1,595
42
$1.97M 0.48%
1,168
-114
43
$1.83M 0.45%
16,632
-361
44
$1.79M 0.44%
3,516
-46
45
$1.76M 0.43%
10,232
-266
46
$1.73M 0.42%
29,281
-3,871
47
$1.68M 0.41%
40,470
-533
48
$1.66M 0.4%
13,955
-805
49
$1.64M 0.4%
3,008
-1,003
50
$1.63M 0.4%
385,056
-20,582