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
$23.9M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$395K
3
+$393K
4
GNTX icon
Gentex
GNTX
+$390K
5
AEL
American Equity Investment Life Holding Company
AEL
+$384K

Top Sells

1
+$2.94M
2
+$526K
3
+$473K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$472K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$469K

Sector Composition

1 Consumer Discretionary 15.35%
2 Energy 12.01%
3 Real Estate 11.71%
4 Financials 9.57%
5 Materials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$295K 1.23%
10,200
+2,296
27
$289K 1.21%
+10,740
28
$286K 1.2%
+7,627
29
$284K 1.19%
+1,143
30
$282K 1.18%
+7,130
31
$270K 1.13%
+15,935
32
$258K 1.08%
+35,740
33
$255K 1.07%
+7,726
34
$251K 1.05%
+3,260
35
$248K 1.04%
8,523
-8,982
36
$247K 1.03%
+5,314
37
$245K 1.03%
+6,584
38
$243K 1.02%
+6,956
39
$240K 1%
+8,954
40
$239K 1%
15,560
+4,302
41
$231K 0.97%
+2,480
42
$231K 0.97%
+2,390
43
$230K 0.96%
+17,990
44
$229K 0.96%
+4,511
45
$225K 0.94%
+2,787
46
$219K 0.92%
+20,345
47
$219K 0.92%
+9,771
48
$218K 0.91%
+5,410
49
$215K 0.9%
+4,475
50
$214K 0.9%
+1,030
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