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
$352M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$5.43M
2 +$4.18M
3 +$2.51M
4
IXC icon
iShares Global Energy ETF
IXC
+$2.06M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M

Top Sells

1 +$2.89M
2 +$2.85M
3 +$1.9M
4
FDLO icon
Fidelity Low Volatility Factor ETF
FDLO
+$1.87M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.81M

Sector Composition

1 Technology 11.76%
2 Consumer Discretionary 5.13%
3 Healthcare 4.49%
4 Industrials 3.76%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$278K 0.08%
4,041
-161
152
$272K 0.08%
+698
153
$264K 0.08%
2,364
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154
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560
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10,096
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$217K 0.06%
1,460