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
101
$542K 0.27%
4,712
+134
102
$537K 0.26%
37,605
+800
103
$524K 0.26%
3,068
-92
104
$522K 0.26%
5,890
+180
105
$521K 0.26%
3,342
+1,225
106
$519K 0.25%
4,254
+164
107
$511K 0.25%
10,760
+90
108
$506K 0.25%
21,395
+51
109
$498K 0.24%
8,094
+130
110
$493K 0.24%
13,316
+1,875
111
$493K 0.24%
6,434
-318
112
$493K 0.24%
2,941
+21
113
$493K 0.24%
+7,797
114
$491K 0.24%
22,068
-2,324
115
$488K 0.24%
9,772
+80
116
$482K 0.24%
2,966
-30
117
$466K 0.23%
4,636
118
$456K 0.22%
6,820
+30
119
$450K 0.22%
6,565
-1,395
120
$450K 0.22%
+15,785
121
$450K 0.22%
4,970
-780
122
$448K 0.22%
5,835
-1,295
123
$439K 0.22%
4,365
-39
124
$437K 0.21%
11,652
+1,471
125
$433K 0.21%
11,660
+5,490
3 4
5
6 7