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
51
$213K 0.89%
+2,715
52
$213K 0.89%
+6,260
53
$213K 0.89%
+3,511
54
$212K 0.89%
+7,186
55
$210K 0.88%
+19
56
$209K 0.87%
+5,750
57
$209K 0.87%
+11,115
58
$208K 0.87%
+10,350
59
$208K 0.87%
+29,394
60
$208K 0.87%
+2,668
61
$208K 0.87%
+7,750
62
$204K 0.85%
13,645
-2,985
63
$204K 0.85%
+1,910
64
$204K 0.85%
+22,173
65
$204K 0.85%
+1,155
66
$203K 0.85%
+11,940
67
$203K 0.85%
+1,390
68
$202K 0.85%
+3,518
69
$202K 0.85%
+3,477
70
$202K 0.85%
+1,090
71
$202K 0.85%
+1,685
72
$201K 0.84%
+690
73
$200K 0.84%
15,562
-36,779
74
$187K 0.78%
+11,946
75
$185K 0.77%
+20,204
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3
4 5