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
26
$278K 1.05%
4,235
-2,515
27
$276K 1.05%
8,119
-9,457
28
$272K 1.03%
3,399
+639
29
$264K 1%
11,566
-5,857
30
$264K 1%
+7,273
31
$261K 0.99%
+3,924
32
$260K 0.99%
7,688
-2,912
33
$257K 0.97%
+9,686
34
$253K 0.96%
+2,374
35
$253K 0.96%
+2,221
36
$252K 0.96%
+4,757
37
$251K 0.95%
+7,766
38
$250K 0.95%
13,020
-7,532
39
$249K 0.94%
29,175
+962
40
$245K 0.93%
6,185
-965
41
$241K 0.91%
+16,865
42
$240K 0.91%
+4,736
43
$240K 0.91%
+4,494
44
$238K 0.9%
+23,343
45
$235K 0.89%
3,668
-583
46
$234K 0.89%
+26,904
47
$230K 0.87%
4,201
-2,683
48
$228K 0.86%
16,630
+5,331
49
$228K 0.86%
+6,575
50
$226K 0.86%
4,971
-918
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2
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