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
$151M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.29M
3
+$2.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
GE icon
GE Aerospace
GE
+$1.17M

Top Sells

1
+$3.92M
2
+$1.14M
3
+$890K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$735K
5
BA icon
Boeing
BA
+$607K

Sector Composition

1 Communication Services 7.32%
2 Consumer Staples 6.32%
3 Technology 6.18%
4 Financials 5.51%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$351K 0.23%
4,135
127
$349K 0.23%
4,796
+205
128
$345K 0.23%
4,014
+384
129
$330K 0.22%
5,200
-15
130
$329K 0.22%
6,225
+205
131
$322K 0.21%
17,598
+4,527
132
$319K 0.21%
1,088
133
$315K 0.21%
19,270
+7,360
134
$313K 0.21%
2,343
+55
135
$312K 0.21%
2,642
+144
136
$308K 0.2%
18,328
+1,500
137
$307K 0.2%
5,566
+238
138
$301K 0.2%
3,737
-2,811
139
$300K 0.2%
3,971
+480
140
$300K 0.2%
4,690
+310
141
$294K 0.19%
6,559
+240
142
$290K 0.19%
9,544
-7,243
143
$283K 0.19%
3,965
+256
144
$277K 0.18%
3,440
-139
145
$269K 0.18%
+1,851
146
$267K 0.18%
2,049
+228
147
$266K 0.18%
2,808
-93
148
$266K 0.18%
4,677
+655
149
$261K 0.17%
3,177
+674
150
$260K 0.17%
5,409
+514
4 5
6
7 8