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SXL
Summit X LLC Portfolio holdings
AUM
$536M
1-Year Est. Return
15.36%
This Fund
S&P 500
This Quarter
Est. Return
+9.52%
1 Year Est. Return
+15.36%
3 Year Est. Return
+62.88%
5 Year Est. Return
+106.61%
10 Year Est. Return
–
AUM
$352M
AUM Growth
+$36.5M
(+12%)
Cap. Flow
+$7.88M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
45.43%
Holding
197
New
16
Increased
86
Reduced
78
Closed
7
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$5.09M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$3.93M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$2.33M |
| 4 |
iShares Global Energy ETF
IXC
|
+$2.1M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.32M |
Top Sells
| 1 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$2.89M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$2.64M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$1.82M |
| 4 |
Fidelity Low Volatility Factor ETF
FDLO
|
+$1.79M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.72M |
Sector Composition
| 1 | Technology | 11.76% |
| 2 | Consumer Discretionary | 5.13% |
| 3 | Healthcare | 4.49% |
| 4 | Industrials | 3.76% |
| 5 | Financials | 3.45% |
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