Summit Trail Advisors, LLC
CIK Number: 0001698478
3.03B
Market Value
375
# of Holdings
7 months
Avg. Holding Period
25.45%
Win Rate
11.36%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WisdomTree Floa... | 50.29 | 0.00% | 21.85M | +23.46% | 1.1B | 50.3 | 40.57% |
| 2 | VGIT | Vanguard Interm... | 59.69 | +0.31% | 3.79M | -5.03% | 219.93M | 58.9 | 8.12% |
| 3 | AVGO | Broadcom Inc. | 192.47 | +0.08% | 677.99K | +1.71% | 157.19M | 37.75 | 5.80% |
| 4 | RSP | Invesco S&P 500... | 168.13 | +0.41% | 819.82K | +11.19% | 143.66M | 155.72 | 5.30% |
| 5 | QUAL | iShares MSCI US... | 168.10 | +0.22% | 349.46K | +4.30% | 62.23M | 170.28 | 2.30% |
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