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
$25.3M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$820K
3
+$725K
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$510K
5
DDC
Dominion Diamond Corporation
DDC
+$492K

Top Sells

1
+$403K
2
+$395K
3
+$393K
4
GNTX icon
Gentex
GNTX
+$390K
5
ETP
Energy Transfer Partners L.p.
ETP
+$373K

Sector Composition

1 Industrials 10.49%
2 Technology 7.95%
3 Financials 7.16%
4 Communication Services 5.2%
5 Materials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$273K 1.08%
+11,410
27
$270K 1.07%
+6,538
28
$268K 1.06%
+1,243
29
$264K 1.04%
+3,340
30
$263K 1.04%
+5,830
31
$261K 1.03%
+10,368
32
$260K 1.03%
+8,007
33
$254K 1%
+3,521
34
$244K 0.97%
+3,780
35
$241K 0.95%
52,912
+39,546
36
$240K 0.95%
10,510
-5,117
37
$231K 0.91%
+1,820
38
$225K 0.89%
+7,951
39
$225K 0.89%
2,698
-89
40
$223K 0.88%
3,024
-236
41
$221K 0.87%
+13,042
42
$219K 0.87%
+6,182
43
$219K 0.87%
8,201
-1,755
44
$217K 0.86%
+11,178
45
$213K 0.84%
+3,860
46
$212K 0.84%
+3,283
47
$211K 0.83%
1,603
-82
48
$209K 0.83%
+1,143
49
$209K 0.83%
+4,980
50
$207K 0.82%
+2,100
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