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
$407M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.05M
3
+$1.91M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.39M
5
LAZR icon
Luminar Technologies
LAZR
+$1.21M

Top Sells

1
+$2.17M
2
+$2.14M
3
+$1.63M
4
CIT
CIT Group Inc.
CIT
+$1.51M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.39M

Sector Composition

1 Technology 14.37%
2 Consumer Discretionary 8.69%
3 Financials 8.03%
4 Healthcare 5.89%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$454K 0.11%
2,925
+425
177
$452K 0.11%
20,178
+1,440
178
$438K 0.11%
13,285
+2,216
179
$436K 0.11%
4,918
+38
180
$436K 0.11%
5,242
+1,667
181
$435K 0.11%
16,067
-1,797
182
$434K 0.11%
1,593
+20
183
$423K 0.1%
6,740
+210
184
$422K 0.1%
1,083
185
$421K 0.1%
7,620
-710
186
$419K 0.1%
9,544
-37
187
$413K 0.1%
+8,744
188
$398K 0.1%
2,976
+914
189
$391K 0.1%
7,095
-54
190
$386K 0.09%
3,738
-26
191
$380K 0.09%
2,020
+460
192
$378K 0.09%
18,095
193
$375K 0.09%
6,390
+260
194
$372K 0.09%
7,680
+277
195
$356K 0.09%
+16,062
196
$353K 0.09%
+2,298
197
$346K 0.09%
6,120
198
$345K 0.08%
4,195
-5
199
$345K 0.08%
7,385
+150
200
$342K 0.08%
1,532
+159
6 7
8
9 10