SC

SummitTX Capital Portfolio holdings

AUM $2.4B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1 +$281M
2 +$94.3M
3 +$26.4M
4
EVRG icon
Evergy
EVRG
+$24M
5
CYBR icon
CyberArk
CYBR
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.82%
2 Industrials 9%
3 Utilities 8.81%
4 Healthcare 7.77%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$114K ﹤0.01%
+16,200
752
$110K ﹤0.01%
+13,274
753
$109K ﹤0.01%
+11,165
754
$107K ﹤0.01%
+12,697
755
$106K ﹤0.01%
+21,775
756
$104K ﹤0.01%
+13,237
757
$99.6K ﹤0.01%
+14,195
758
$97.8K ﹤0.01%
+11,896
759
$95.9K ﹤0.01%
+11,013
760
$86.5K ﹤0.01%
+13,106
761
$82.1K ﹤0.01%
+12,044
762
$81.6K ﹤0.01%
+16,800
763
$80K ﹤0.01%
+11,258
764
$77.3K ﹤0.01%
+14,620
765
$76.9K ﹤0.01%
+14,000
766
$74.1K ﹤0.01%
+17,865
767
$70.7K ﹤0.01%
+11,349
768
$69.2K ﹤0.01%
+16,600
769
$49.1K ﹤0.01%
+17,000
770
$45.4K ﹤0.01%
+28,525
771
0