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SXL
Summit X LLC Portfolio holdings
AUM
$536M
1-Year Est. Return
15.36%
This Fund
S&P 500
This Quarter
Est. Return
-1.6%
1 Year Est. Return
+15.36%
3 Year Est. Return
+62.88%
5 Year Est. Return
+106.61%
10 Year Est. Return
–
AUM
$167M
AUM Growth
+$8.88M
(+5.6%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
7.92%
Top 10 Holdings %
Top 10 Hldgs %
28.68%
Holding
204
New
24
Increased
102
Reduced
54
Closed
21
Top Buys
| 1 |
iShares US Financials ETF
IYF
|
+$2.53M |
| 2 |
iShares Global Tech ETF
IXN
|
+$2.5M |
| 3 |
iShares Global Consumer Discretionary ETF
RXI
|
+$2.47M |
| 4 |
Universal Display
OLED
|
+$2.3M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.58M |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$2.66M |
| 2 |
iShares US Energy ETF
IYE
|
+$2.33M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$2.05M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.75M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$1.3M |
Sector Composition
| 1 | Technology | 7.45% |
| 2 | Financials | 7.26% |
| 3 | Communication Services | 6.22% |
| 4 | Consumer Staples | 5.39% |
| 5 | Consumer Discretionary | 4.6% |
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