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
76
$1.29M 0.3%
80,975
+680
77
$1.27M 0.3%
7,588
+346
78
$1.27M 0.3%
21,551
-1,933
79
$1.25M 0.29%
6,635
80
$1.23M 0.29%
4,740
+306
81
$1.22M 0.28%
8,770
-170
82
$1.21M 0.28%
21,972
-359
83
$1.2M 0.28%
21,360
-1,738
84
$1.19M 0.28%
9,225
-264
85
$1.18M 0.28%
30,389
+925
86
$1.16M 0.27%
29,681
+1,569
87
$1.15M 0.27%
4,677
88
$1.14M 0.27%
5,023
+35
89
$1.13M 0.26%
4,022
+75
90
$1.12M 0.26%
1,769
-64
91
$1.08M 0.25%
19,056
+911
92
$1.05M 0.25%
82,325
-3,073
93
$1.04M 0.24%
22,803
+353
94
$1.03M 0.24%
7,170
+399
95
$1.03M 0.24%
2,924
96
$1.01M 0.24%
5,918
+484
97
$991K 0.23%
8,355
-55
98
$985K 0.23%
2,779
+117
99
$960K 0.22%
398
+5
100
$959K 0.22%
31,971
+12,133
2 3
4
5 6