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
151
$368K 0.18%
4,203
-1,519
152
$358K 0.18%
6,780
+2
153
$357K 0.18%
974
+24
154
$356K 0.17%
6,790
-60
155
$353K 0.17%
5,296
+116
156
$347K 0.17%
14,020
-215
157
$343K 0.17%
2,287
+400
158
$341K 0.17%
5,038
159
$339K 0.17%
2,523
+40
160
$334K 0.16%
167
+11
161
$328K 0.16%
2,903
-215
162
$326K 0.16%
2,526
+169
163
$321K 0.16%
1,949
+348
164
$320K 0.16%
6,023
+655
165
$320K 0.16%
5,745
-620
166
$318K 0.16%
1,716
-248
167
$317K 0.16%
1,792
+125
168
$314K 0.15%
17,320
169
$314K 0.15%
4,673
+547
170
$313K 0.15%
6,028
-189
171
$313K 0.15%
3,025
+195
172
$313K 0.15%
20,515
173
$312K 0.15%
3,954
-49
174
$312K 0.15%
20,941
+1,495
175
$311K 0.15%
3,585
+150
5 6
7
8 9