Summit Global Investments

CIK Number: 0001697953

1.57B
Market Value
478
# of Holdings
6 months
Avg. Holding Period
56.87%
Win Rate
19.21%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Ishares Tr
96.92
+0.02% 509.08K +1.97% 51.55M 101.69 3.29%
2 Meta Platforms ...
599.24
+2.35% 40.22K -9.72% 23.02M 366.77 1.47%
3 Alphabet Inc
189.42
+0.06% 132.79K +7.95% 22.02M 123.98 1.40%
4
Progressive Cor...
240.70
+0.45% 85.55K -13.49% 21.71M 162.18 1.38%
5 Microsoft Corp
418.58
-0.69% 44.79K -16.44% 19.27M 229.13 1.23%

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