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
$245M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.87M
3
+$2.11M
4
EXC icon
Exelon
EXC
+$1.88M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.5M

Top Sells

1
+$4.27M
2
+$2.46M
3
+$1.8M
4
BA icon
Boeing
BA
+$1.29M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.17M

Sector Composition

1 Financials 8.56%
2 Technology 7.7%
3 Communication Services 7.05%
4 Healthcare 6.54%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.19%
16,374
+258
127
$477K 0.19%
4,729
+54
128
$473K 0.19%
251
+34
129
$472K 0.19%
6,688
130
$464K 0.19%
2,509
131
$461K 0.19%
4,482
-1,415
132
$455K 0.19%
5,117
+1
133
$444K 0.18%
5,419
-340
134
$444K 0.18%
7,485
+75
135
$443K 0.18%
9,108
+613
136
$440K 0.18%
3,231
+255
137
$439K 0.18%
6,740
+95
138
$436K 0.18%
6,540
+3
139
$433K 0.18%
3,737
+201
140
$433K 0.18%
8,254
+3
141
$430K 0.18%
5,679
142
$427K 0.17%
14,705
-455
143
$427K 0.17%
9,556
+136
144
$425K 0.17%
8,661
+505
145
$424K 0.17%
2,125
+25
146
$423K 0.17%
8,320
+60
147
$420K 0.17%
10,565
+336
148
$419K 0.17%
33,748
-4,487
149
$417K 0.17%
24,083
-2,053
150
$413K 0.17%
4,528
+40
4 5
6
7 8