SC

Sumit Capital Portfolio holdings

AUM $16.6M
1-Year Est. Return 9.66%
This Quarter Est. Return
1 Year Est. Return
-9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.4M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$615K
3
+$526K
4
SXT icon
Sensient Technologies
SXT
+$460K
5
DS
Drive Shack Inc.
DS
+$428K

Top Sells

1
+$735K
2
+$680K
3
+$634K
4
SHOO icon
Steven Madden
SHOO
+$620K
5
DTE icon
DTE Energy
DTE
+$585K

Sector Composition

1 Financials 16.07%
2 Real Estate 9.51%
3 Industrials 9.26%
4 Consumer Discretionary 6.86%
5 Materials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-2,854
252
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-8,098
253
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-16,760
254
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-4,716
255
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-5,597
256
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-10,341
257
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-12,754
258
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-9,867
259
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-576
260
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-10,413
261
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-16,242
262
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-10,522
263
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-10,985
264
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-11,045
265
– –
-2,724
266
– –
-10,995
7 8 9 10
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