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
$179M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.91M
3
+$1.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M
5
T icon
AT&T
T
+$1.08M

Top Sells

1
+$5.91M
2
+$4.43M
3
+$704K
4
HAS icon
Hasbro
HAS
+$452K
5
CYBR icon
CyberArk
CYBR
+$449K

Sector Composition

1 Technology 7.51%
2 Communication Services 7.13%
3 Financials 6.81%
4 Consumer Staples 5.81%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$300K 0.17%
17,320
-6,120
152
$298K 0.17%
+1,601
153
$288K 0.16%
3,263
-1,135
154
$287K 0.16%
+19,446
155
$285K 0.16%
+5,368
156
$283K 0.16%
3,435
-290
157
$282K 0.16%
1,667
+91
158
$277K 0.15%
+6,085
159
$275K 0.15%
6,217
-126
160
$274K 0.15%
17,611
+3,464
161
$268K 0.15%
2,000
+239
162
$265K 0.15%
1,887
+5
163
$264K 0.15%
1,594
+215
164
$260K 0.15%
4,126
+816
165
$258K 0.14%
3,031
-3,885
166
$255K 0.14%
93,260
+12,534
167
$254K 0.14%
+3,941
168
$253K 0.14%
2,830
+130
169
$252K 0.14%
4,563
-678
170
$245K 0.14%
+901
171
$244K 0.14%
+16,514
172
$244K 0.14%
+5,693
173
$244K 0.14%
1,010
+70
174
$242K 0.13%
+617
175
$242K 0.13%
5,608
-3,103
5 6
7
8 9