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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TGTTarget Corp
| 1.05% | $1.881M 12,066 shares@ $155.87 avg price | Decreased -10.06% |
EWYIshares Inc
| 1.01% | $1.803M 28,197 shares@ $63.97 avg price | Decreased -1.63% |
SGSweetgreen Inc
| 1.01% | $1.793M 50,574 shares@ $35.45 avg price | Decreased -4.03% |
AVGOBroadcom Inc
| 0.95% | $1.691M 9,802 shares@ $172.5 avg price | Increased 912.61% |
KOCoca Cola Co
| 0.88% | $1.577M 21,952 shares@ $71.87 avg price | Decreased -0.65% |
OHIOmega Healthcare Invs Inc
| 0.87% | $1.543M 37,910 shares@ $40.71 avg price | Decreased -4.01% |
EQREquity Residential
| 0.8% | $1.417M 19,035 shares@ $74.46 avg price | Increased 217.25% |
ASHRDbx Etf Tr
| 0.74% | $1.311M 45,846 shares@ $28.59 avg price | Decreased -11.1% |
SCHASchwab Strategic Tr
| 0.73% | $1.297M 25,175 shares@ $51.51 avg price | Decreased -2.3% |
EVREvercore Inc
| 0.7% | $1.249M 4,932 shares@ $253.35 avg price | Decreased -15.44% |