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
$56M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

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

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.77%
2 Financials 14.31%
3 Consumer Discretionary 11.71%
4 Materials 6.98%
5 Real Estate 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$424K 0.76%
+17,423
27
$420K 0.75%
+16,282
28
$418K 0.75%
+10,300
29
$416K 0.74%
+5,589
30
$412K 0.74%
+20,552
31
$402K 0.72%
+7,616
32
$400K 0.71%
+5,585
33
$398K 0.71%
+16,356
34
$397K 0.71%
+17,582
35
$395K 0.7%
+6,842
36
$381K 0.68%
+12,054
37
$379K 0.68%
+5,013
38
$378K 0.67%
+4,902
39
$372K 0.66%
+11,701
40
$369K 0.66%
+8,098
41
$367K 0.65%
+4,518
42
$367K 0.65%
+6,392
43
$365K 0.65%
+10,341
44
$364K 0.65%
+6,884
45
$355K 0.63%
+10,484
46
$353K 0.63%
+2,828
47
$351K 0.63%
+4,784
48
$350K 0.62%
+10,600
49
$349K 0.62%
+4,695
50
$347K 0.62%
+5,617
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