SUMMIT ASSET MANAGEMENT, LLC
SUMMIT ASSET MANAGEMENT, LLC runs SUMMIT ASSET MANAGEMENT, LLC and currently holds 170 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $718.83M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SUMMIT ASSET MANAGEMENT, LLC ranks #247 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SUMMIT ASSET MANAGEMENT, LLC's portfolio at SUMMIT ASSET MANAGEMENT, LLC has delivered returns of +11.34%. Their 3-year annualized return is +101.34%. Looking at the 5-year horizon, SUMMIT ASSET MANAGEMENT, LLC has achieved +114.79% annualized returns at SUMMIT ASSET MANAGEMENT, LLC.
Portfolio Value
$718.83M
Alpha Score
78.5
#247 of 1000
Holdings
170
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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