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
$429M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$1.76M
2
+$1.54M
3
+$1.38M
4
T icon
AT&T
T
+$1.09M
5
LOW icon
Lowe's Companies
LOW
+$1.04M

Sector Composition

1 Technology 14.97%
2 Consumer Discretionary 8.24%
3 Financials 7.86%
4 Healthcare 6.02%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.44%
2,334
+846
52
$1.8M 0.42%
12,420
+2,080
53
$1.74M 0.41%
5,966
-79
54
$1.68M 0.39%
34,048
+620
55
$1.67M 0.39%
2,941
+295
56
$1.66M 0.39%
19,310
+469
57
$1.65M 0.39%
27,088
-2,867
58
$1.63M 0.38%
20,381
-6,067
59
$1.57M 0.37%
28,876
-1,394
60
$1.57M 0.37%
9,038
+110
61
$1.55M 0.36%
30,873
+291
62
$1.53M 0.36%
16,330
+280
63
$1.52M 0.35%
+30,512
64
$1.51M 0.35%
5,896
-45
65
$1.51M 0.35%
29,444
+679
66
$1.47M 0.34%
20,222
+900
67
$1.46M 0.34%
36,145
-2,815
68
$1.45M 0.34%
48,289
-6,555
69
$1.42M 0.33%
8,392
70
$1.42M 0.33%
10,945
+70
71
$1.41M 0.33%
3,387
-89
72
$1.38M 0.32%
+53,424
73
$1.36M 0.32%
43,746
-673
74
$1.34M 0.31%
+16,488
75
$1.31M 0.31%
12,764
+387
1 2
3
4 5