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
$203M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.16M
3
+$1.55M
4
IYH icon
iShares US Healthcare ETF
IYH
+$1.18M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.06M

Top Sells

1
+$1.78M
2
+$802K
3
+$801K
4
AAPL icon
Apple
AAPL
+$473K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K

Sector Composition

1 Technology 7.92%
2 Financials 7.18%
3 Communication Services 6.84%
4 Consumer Staples 5.77%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$660K 0.32%
9,119
-1,402
77
$656K 0.32%
9,372
+116
78
$646K 0.32%
9,115
-200
79
$633K 0.31%
10,058
-1,760
80
$633K 0.31%
7,794
+3,853
81
$617K 0.3%
11,198
+422
82
$608K 0.3%
9,588
+143
83
$604K 0.3%
1,625
-78
84
$600K 0.29%
3,127
-262
85
$598K 0.29%
9,276
-359
86
$595K 0.29%
25,300
+7,160
87
$592K 0.29%
10,185
+90
88
$587K 0.29%
10,985
+645
89
$586K 0.29%
8,001
-755
90
$581K 0.29%
7,507
-950
91
$581K 0.29%
7,772
+3,972
92
$578K 0.28%
2,455
-515
93
$572K 0.28%
11,414
+5,721
94
$571K 0.28%
3,571
+62
95
$568K 0.28%
5,960
+1,714
96
$567K 0.28%
3,466
+2,013
97
$558K 0.27%
1,194
+16
98
$558K 0.27%
1,753
+321
99
$557K 0.27%
+13,316
100
$545K 0.27%
11,300
+60
2 3
4
5 6