Summit Trail Advisors, LLC
CIK Number: 0001698478
4.03B
Market Value
697
# of Holdings
8 months
Avg. Holding Period
62.14%
Win Rate
18.37%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 555.91 | -0.47% | 895.78K | +1.18% | 474.14M | 382.3 | 11.75% | |
| 2 | Vanguard Scotts... | 58.59 | -0.25% | 3.99M | +36.17% | 241.23M | 58.9 | 5.98% | |
| 3 | Ishares Tr | 98.28 | -0.42% | 1.67M | -3.75% | 169.50M | 97.9 | 4.20% | |
| 4 | Invesco Exchang... | 182.87 | -0.33% | 737.28K | +10.22% | 132.09M | 153.54 | 3.27% | |
| 5 | Broadcom Inc | 181.72 | -0.81% | 666.62K | +909.39% | 114.99M | 188.25 | 2.85% |
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