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
$179M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.91M
3
+$1.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M
5
T icon
AT&T
T
+$1.08M

Top Sells

1
+$5.91M
2
+$4.43M
3
+$704K
4
HAS icon
Hasbro
HAS
+$452K
5
CYBR icon
CyberArk
CYBR
+$449K

Sector Composition

1 Technology 7.51%
2 Communication Services 7.13%
3 Financials 6.81%
4 Consumer Staples 5.81%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$778K 0.43%
7,734
-145
52
$776K 0.43%
9,130
+34
53
$774K 0.43%
9,772
+1,812
54
$770K 0.43%
7,391
+144
55
$762K 0.42%
3,129
-392
56
$755K 0.42%
7,284
+269
57
$747K 0.42%
10,521
-83,235
58
$721K 0.4%
5,996
+246
59
$718K 0.4%
11,818
+799
60
$708K 0.39%
20,547
+1,088
61
$707K 0.39%
15,965
-815
62
$691K 0.39%
8,458
+458
63
$677K 0.38%
12,240
+2,020
64
$668K 0.37%
+12,607
65
$665K 0.37%
20,198
+3,261
66
$663K 0.37%
3,402
+74
67
$657K 0.37%
22,917
-648
68
$646K 0.36%
9,315
-170
69
$634K 0.35%
9,256
+261
70
$632K 0.35%
5,807
-549
71
$615K 0.34%
9,445
-424
72
$614K 0.34%
2,970
+22
73
$602K 0.34%
9,635
-302
74
$597K 0.33%
8,756
-500
75
$597K 0.33%
10,776
-28
1 2
3
4 5