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
$140M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$5.68M
3 +$4.62M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$4.08M
5
DSL
DoubleLine Income Solutions Fund
DSL
+$3.73M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.47%
2 Communication Services 6.86%
3 Financials 5.82%
4 Technology 5.38%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$96K 0.07%
+12,000
177
$65K 0.05%
+65
178
$41K 0.03%
+14,630
179
$13K 0.01%
+367
180
$13K 0.01%
+17,200
181
$7K 0.01%
+2,500