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
126
$430K 0.21%
+9,011
127
$430K 0.21%
14,921
+3
128
$430K 0.21%
5,840
-2,460
129
$429K 0.21%
+9,743
130
$429K 0.21%
1,929
+335
131
$429K 0.21%
46,280
-1,099
132
$428K 0.21%
15,655
-760
133
$427K 0.21%
3,965
-158
134
$423K 0.21%
9,776
-61
135
$416K 0.2%
6,155
+25
136
$416K 0.2%
8,646
+455
137
$413K 0.2%
3,715
+10
138
$405K 0.2%
5,800
+125
139
$404K 0.2%
15,170
-230
140
$403K 0.2%
4,345
+203
141
$403K 0.2%
+14,846
142
$401K 0.2%
5,882
-174
143
$395K 0.19%
13,299
-444
144
$391K 0.19%
3,455
+15
145
$390K 0.19%
5,220
+441
146
$385K 0.19%
+10,200
147
$385K 0.19%
22,260
-5,310
148
$382K 0.19%
+3,166
149
$382K 0.19%
+11,376
150
$377K 0.19%
+2,323
4 5
6
7 8