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
51
$224K 0.85%
+11,840
52
$222K 0.84%
4,198
-1,278
53
$221K 0.84%
+8,732
54
$221K 0.84%
11,544
+176
55
$219K 0.83%
+2,789
56
$218K 0.83%
5,640
-5,330
57
$218K 0.83%
+6,966
58
$217K 0.82%
+6,054
59
$214K 0.81%
+4,284
60
$212K 0.8%
+6,701
61
$211K 0.8%
7,904
-8,452
62
$210K 0.8%
+8,179
63
$209K 0.79%
2,652
-2,361
64
$209K 0.79%
+4,749
65
$208K 0.79%
+1,865
66
$208K 0.79%
+20,834
67
$208K 0.79%
2,579
-3,292
68
$205K 0.78%
+27,687
69
$205K 0.78%
+6,604
70
$205K 0.78%
+3,794
71
$205K 0.78%
6,747
+694
72
$204K 0.77%
+10,376
73
$204K 0.77%
+12,948
74
$204K 0.77%
+11,043
75
$203K 0.77%
+3,455
1 2
3
4 5