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
51
$1.62M 0.39%
18,301
-1,269
52
$1.59M 0.39%
7,392
-245
53
$1.59M 0.39%
11,596
-587
54
$1.58M 0.38%
13,307
-1,866
55
$1.56M 0.38%
6,130
-406
56
$1.56M 0.38%
22,743
-764
57
$1.54M 0.37%
15,460
-1,481
58
$1.51M 0.37%
2,991
-424
59
$1.51M 0.37%
29,955
-3,157
60
$1.5M 0.36%
21,075
-5,027
61
$1.49M 0.36%
23,447
-1,482
62
$1.46M 0.35%
20,068
-2,632
63
$1.42M 0.35%
3,488
-775
64
$1.38M 0.34%
31,190
-155
65
$1.38M 0.34%
33,885
-6,125
66
$1.36M 0.33%
28,707
-1,240
67
$1.35M 0.33%
11,440
68
$1.31M 0.32%
14,578
-1,801
69
$1.25M 0.31%
6,337
-615
70
$1.25M 0.3%
3,439
71
$1.2M 0.29%
11,217
-167
72
$1.16M 0.28%
18,308
-3,586
73
$1.15M 0.28%
8,348
-459
74
$1.15M 0.28%
8,042
-1,688
75
$1.09M 0.27%
41,625
-11,742
1 2
3
4 5