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
51
$343K 0.61%
+4,271
52
$343K 0.61%
+23,915
53
$341K 0.61%
+11,912
54
$328K 0.59%
+16,460
55
$328K 0.59%
+2,283
56
$328K 0.59%
+24,421
57
$328K 0.59%
+12,562
58
$328K 0.59%
+14,266
59
$327K 0.58%
+48,983
60
$326K 0.58%
+9,779
61
$324K 0.58%
+9,328
62
$322K 0.57%
+7,150
63
$320K 0.57%
+7,907
64
$316K 0.56%
+4,467
65
$316K 0.56%
+9,867
66
$314K 0.56%
+9,914
67
$311K 0.55%
+5,830
68
$311K 0.55%
+1,759
69
$309K 0.55%
+11,545
70
$308K 0.55%
+9,340
71
$305K 0.54%
+5,927
72
$304K 0.54%
+2,759
73
$299K 0.53%
+19,074
74
$299K 0.53%
+4,873
75
$293K 0.52%
+10,456
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3
4 5