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
101
$259K 0.46%
+5,889
102
$259K 0.46%
+4,087
103
$257K 0.46%
+1,558
104
$255K 0.46%
+3,589
105
$253K 0.45%
+15,962
106
$252K 0.45%
+27,952
107
$252K 0.45%
+4,251
108
$247K 0.44%
+2,724
109
$246K 0.44%
+9,927
110
$245K 0.44%
+5,797
111
$245K 0.44%
+3,959
112
$244K 0.44%
+8,377
113
$244K 0.44%
+4,676
114
$243K 0.43%
+5,937
115
$241K 0.43%
+5,211
116
$240K 0.43%
+9,225
117
$238K 0.42%
+28,213
118
$236K 0.42%
+2,573
119
$236K 0.42%
+5,777
120
$235K 0.42%
+4,770
121
$232K 0.41%
+8,291
122
$232K 0.41%
+8,667
123
$232K 0.41%
+2,167
124
$230K 0.41%
+3,120
125
$230K 0.41%
+5,304
3 4
5
6 7