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
51
$207K 0.82%
+2,996
52
$206K 0.81%
+31,782
53
$204K 0.81%
+16,995
54
$203K 0.8%
+6,965
55
$203K 0.8%
+4,340
56
$201K 0.8%
+1,740
57
$200K 0.79%
+3,449
58
$196K 0.78%
+24,886
59
$188K 0.74%
+10,973
60
$183K 0.72%
+13,705
61
$168K 0.66%
+5,360
62
$149K 0.59%
+12,399
63
$149K 0.59%
+12,380
64
$146K 0.58%
+13,945
65
$140K 0.55%
+15,405
66
$137K 0.54%
14
-5
67
$131K 0.52%
+15,826
68
$128K 0.51%
+15,389
69
$126K 0.5%
+14,238
70
$122K 0.48%
+15,284
71
$120K 0.47%
+10,460
72
$118K 0.47%
+10,207
73
$116K 0.46%
+2,087
74
$115K 0.45%
4,752
+772
75
$111K 0.44%
10,200
-11,973
1 2
3
4 5