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
76
$184K 0.77%
+11,450
77
$170K 0.71%
+11,160
78
$169K 0.71%
+10,310
79
$167K 0.7%
+1,125
80
$163K 0.68%
+16,190
81
$150K 0.63%
+18,060
82
$148K 0.62%
+12,200
83
$148K 0.62%
+11,090
84
$148K 0.62%
18,059
+5,238
85
$147K 0.62%
+11,200
86
$144K 0.6%
+15,875
87
$141K 0.59%
+27,919
88
$140K 0.59%
+11,294
89
$136K 0.57%
+61,067
90
$134K 0.56%
+11,380
91
$128K 0.54%
+17,726
92
$126K 0.53%
+15,140
93
– –
0
94
$119K 0.5%
+2,875
95
$116K 0.49%
+10,070
96
$106K 0.44%
+3,980
97
$99K 0.41%
+2,711
98
$95K 0.4%
+22,250
99
$86K 0.36%
+40,450
100
$79K 0.33%
+18,760
2 3
4
5 6