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
$167M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,356