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
176
$308K 0.15%
2,295
+670
177
$306K 0.15%
5,783
-241
178
$305K 0.15%
7,560
+1,475
179
$304K 0.15%
2,405
+760
180
$294K 0.14%
3,263
181
$292K 0.14%
+2,440
182
$287K 0.14%
+5,733
183
$276K 0.14%
17,611
184
$271K 0.13%
1,775
+325
185
$268K 0.13%
2,710
+398
186
$266K 0.13%
4,093
+152
187
$259K 0.13%
1,070
+60
188
$258K 0.13%
+2,589
189
$254K 0.12%
2,394
+195
190
$254K 0.12%
5,330
+415
191
$250K 0.12%
3,373
+222
192
$250K 0.12%
+6,120
193
$249K 0.12%
1,650
194
$249K 0.12%
2,242
+103
195
$249K 0.12%
+1,229
196
$248K 0.12%
2,869
-162
197
$247K 0.12%
+2,352
198
$235K 0.12%
1,542
199
$234K 0.11%
11,120
+1,710
200
$232K 0.11%
5,323
-285
6 7
8
9 10