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
$245M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.87M
3
+$2.11M
4
EXC icon
Exelon
EXC
+$1.88M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.5M

Top Sells

1
+$4.27M
2
+$2.46M
3
+$1.8M
4
BA icon
Boeing
BA
+$1.29M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.17M

Sector Composition

1 Financials 8.56%
2 Technology 7.7%
3 Communication Services 7.05%
4 Healthcare 6.54%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$341K 0.14%
12,510
177
$339K 0.14%
2,610
+40
178
$339K 0.14%
10,006
+604
179
$337K 0.14%
+3,085
180
$337K 0.14%
+1,698
181
$337K 0.14%
7,412
+638
182
$332K 0.14%
17,320
183
$331K 0.14%
12,450
+565
184
$329K 0.13%
1,325
+476
185
$328K 0.13%
2,177
-308
186
$328K 0.13%
3,535
+460
187
$327K 0.13%
1,165
+329
188
$321K 0.13%
15,515
+940
189
$319K 0.13%
10,367
-1,484
190
$314K 0.13%
4,204
-6
191
$309K 0.13%
1,046
+189
192
$308K 0.13%
6,503
+486
193
$305K 0.12%
2,405
194
$303K 0.12%
3,603
-110
195
$300K 0.12%
6,140
+805
196
$296K 0.12%
2,615
-38
197
$296K 0.12%
3,198
+5
198
$295K 0.12%
21,165
+750
199
$294K 0.12%
12,825
+1,030
200
$288K 0.12%
3,464
-106
6 7
8
9 10