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
$151M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.29M
3
+$2.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
GE icon
GE Aerospace
GE
+$1.17M

Top Sells

1
+$3.92M
2
+$1.14M
3
+$890K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$735K
5
BA icon
Boeing
BA
+$607K

Sector Composition

1 Communication Services 7.32%
2 Consumer Staples 6.32%
3 Technology 6.18%
4 Financials 5.51%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.47%
73,960
-40,785
52
$710K 0.47%
13,688
+1,568
53
$688K 0.46%
9,815
+597
54
$687K 0.46%
5,263
-47
55
$682K 0.45%
51,700
-8,137
56
$677K 0.45%
11,290
+620
57
$668K 0.44%
7,017
+552
58
$668K 0.44%
22,102
59
$665K 0.44%
9,674
+356
60
$662K 0.44%
7,874
+321
61
$661K 0.44%
6,687
-254
62
$654K 0.43%
15,900
+320
63
$635K 0.42%
9,044
+392
64
$633K 0.42%
3,885
+105
65
$622K 0.41%
9,507
+72
66
$616K 0.41%
8,040
-50
67
$611K 0.41%
7,966
+543
68
$604K 0.4%
12,760
+340
69
$582K 0.39%
9,585
+891
70
$569K 0.38%
5,087
+627
71
$562K 0.37%
11,480
-380
72
$558K 0.37%
8,000
+370
73
$541K 0.36%
35,874
+1,154
74
$540K 0.36%
14,000
+690
75
$540K 0.36%
5,495
-580
1 2
3
4 5