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
76
$292K 0.52%
+3,008
77
$290K 0.52%
+7,918
78
$290K 0.52%
+10,424
79
$289K 0.52%
+8,450
80
$288K 0.51%
+5,058
81
$288K 0.51%
+1,187
82
$288K 0.51%
+4,076
83
$288K 0.51%
+5,476
84
$287K 0.51%
+18,827
85
$283K 0.5%
+5,626
86
$281K 0.5%
+5,419
87
$281K 0.5%
+3,192
88
$281K 0.5%
+5,546
89
$279K 0.5%
+6,421
90
$279K 0.5%
+6,421
91
$276K 0.49%
+13,522
92
$274K 0.49%
+2,854
93
$268K 0.48%
+6,633
94
$264K 0.47%
+2,761
95
$262K 0.47%
+5,669
96
$261K 0.47%
+5,292
97
$260K 0.46%
+1,906
98
$260K 0.46%
+10,856
99
$260K 0.46%
+6,766
100
$260K 0.46%
+8,285
2 3
4
5 6