SC
Sumit Capital Portfolio holdings
AUM
$16.6M
1-Year Return
9.66%
This Quarter Return
-8.38%
1 Year Return
-9.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$16.6M
AUM Growth
+$8.91M
(+116%)
Cap. Flow
+$8.98M
Cap. Flow
% of AUM
54.05%
Top 10 Holdings %
Top 10 Hldgs %
18.42%
Holding
106
New
71
Increased
3
Reduced
–
Closed
32
Top Buys
| 1 |
AutoNation
AN
|
$317K |
| 2 |
Brookdale Senior Living
BKD
|
$313K |
| 3 |
Lear
LEA
|
$311K |
| 4 |
SiriusXM
SIRI
|
$308K |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
$307K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.62M |
| 2 |
L3Harris
LHX
|
$248K |
| 3 |
Comscore
SCOR
|
$246K |
| 4 |
MDP
Meredith Corporation
MDP
|
$221K |
| 5 |
Danaher
DHR
|
$219K |
Sector Composition
| 1 | Industrials | 25.82% |
| 2 | Financials | 13.04% |
| 3 | Technology | 11.75% |
| 4 | Consumer Discretionary | 11.51% |
| 5 | Communication Services | 5.59% |
