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Elizabeth Miller

@Summit Place Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$179.264MTotal holdings91
Assets growth rate5.99%Assets growth rate (2-Q avg)2.53%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Place Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Summit Place Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 179.264M in assets, with a quarterly growth rate of 5.99% and a 2-quarter average growth rate of 2.53%. The portfolio is managed by Elizabeth Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FBINFortune Brands Innovations I
Recent Activity
Increased 3.21%
1.84%
$3.286M
36,700 shares@ $89.53 avg price
DISDisney Walt Co
Recent Activity
Increased 5.6%
1.76%
$3.152M
32,768 shares@ $96.19 avg price
MLMMartin Marietta Matls Inc
Recent Activity
Increased 1.85%
1.76%
$3.143M
5,839 shares@ $538.26 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Increased 4.65%
1.7%
$3.047M
25,910 shares@ $117.61 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.56%
1.69%
$3.018M
16,196 shares@ $186.34 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.26%
1.61%
$2.873M
4,913 shares@ $584.69 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Increased 18.11%
1.2%
$2.151M
68,000 shares@ $31.63 avg price
AVGOBroadcom Inc
Recent Activity
Increased 912.61%
0.95%
$1.691M
9,802 shares@ $172.5 avg price
EQREquity Residential
Recent Activity
Increased 217.25%
0.8%
$1.417M
19,035 shares@ $74.46 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.18%
0.68%
$1.202M
2,278 shares@ $527.56 avg price