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
$446M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$4.62M
3 +$3.01M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$1.71M

Top Sells

1 +$11.9M
2 +$3.53M
3 +$2.93M
4
IXC icon
iShares Global Energy ETF
IXC
+$2.78M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.19M

Sector Composition

1 Technology 13.49%
2 Healthcare 5.57%
3 Consumer Discretionary 4.71%
4 Financials 3.68%
5 Industrials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$363K 0.08%
2,830
+1,158
152
$358K 0.08%
38,697
+16,892
153
$358K 0.08%
7,537
+1,689
154
$358K 0.08%
4,640
-2,594
155
$356K 0.08%
+7,189
156
$355K 0.08%
1,421
157
$354K 0.08%
1,947
-73
158
$352K 0.08%
7,419
+2,498
159
$343K 0.08%
5,851
160
$335K 0.08%
+2,347
161
$335K 0.08%
876
+173
162
$330K 0.07%
+2,328
163
$329K 0.07%
1,492
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164
$329K 0.07%
+1,260
165
$324K 0.07%
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-97
166
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167
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169
$314K 0.07%
11,993
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170
$311K 0.07%
1,446
+67
171
$310K 0.07%
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172
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+3,970
173
$308K 0.07%
293
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174
$308K 0.07%
1,965
+311
175
$306K 0.07%
+7,450