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
76
$202K 0.77%
+3,828
77
$202K 0.77%
5,924
-8,116
78
$196K 0.74%
+10,884
79
$194K 0.74%
+11,258
80
$142K 0.54%
+10,602
81
$140K 0.53%
19,657
+2,806
82
$140K 0.53%
+15,504
83
$139K 0.53%
+14,129
84
$134K 0.51%
+12,300
85
$120K 0.45%
+10,841
86
$116K 0.44%
+3,750
87
$113K 0.43%
+12,781
88
$109K 0.41%
+12,821
89
$108K 0.41%
+12,938
90
$97K 0.37%
+4,177
91
$92K 0.35%
12,469
-3,671
92
$72K 0.27%
1,299
-2,660
93
$70K 0.27%
+94
94
$64K 0.24%
+4,153
95
$61K 0.23%
16,456
-7,285
96
$61K 0.23%
+3,793
97
$52K 0.2%
+12,698
98
$32K 0.12%
+1,331
99
$31K 0.12%
+10,468
100
– –
-1,443
2 3
4
5 6