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
$429M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.38M
3 +$1.34M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1 +$1.76M
2 +$1.54M
3 +$1.38M
4
T icon
AT&T
T
+$1.09M
5
LOW icon
Lowe's Companies
LOW
+$1.04M

Sector Composition

1 Technology 14.97%
2 Consumer Discretionary 8.24%
3 Financials 7.86%
4 Healthcare 6.02%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$572K 0.13%
6,491
+120
152
$565K 0.13%
2,460
-39
153
$565K 0.13%
37,341
-69
154
$564K 0.13%
4,060
155
$563K 0.13%
4,335
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156
$562K 0.13%
2,329
-343
157
$556K 0.13%
+4,805
158
$555K 0.13%
3,735
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159
$555K 0.13%
11,610
160
$553K 0.13%
3,048
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161
$549K 0.13%
12,532
162
$532K 0.12%
2,395
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163
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2,555
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$528K 0.12%
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6,736
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166
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167
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17,864
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$507K 0.12%
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$505K 0.12%
4,309
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172
$495K 0.12%
6,835
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173
$491K 0.11%
9,391
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174
$483K 0.11%
12,167
+349
175
$479K 0.11%
5,100
-128