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
126
$229K 0.41%
+2,584
127
$228K 0.41%
+10,686
128
$225K 0.4%
+11,883
129
$223K 0.4%
+3,759
130
$223K 0.4%
+5,544
131
$222K 0.4%
+2,147
132
$222K 0.4%
+7,006
133
$221K 0.39%
+2,858
134
$221K 0.39%
+3,897
135
$220K 0.39%
+8,707
136
$220K 0.39%
+5,129
137
$220K 0.39%
+5,070
138
$219K 0.39%
+2,142
139
$219K 0.39%
+6,967
140
$219K 0.39%
+4,121
141
$217K 0.39%
+13,990
142
$216K 0.39%
+3,337
143
$214K 0.38%
+2,851
144
$214K 0.38%
+8,269
145
$214K 0.38%
+5,597
146
$212K 0.38%
+5,050
147
$211K 0.38%
+2,981
148
$211K 0.38%
+2,760
149
$210K 0.37%
+13,896
150
$209K 0.37%
+9,893
4 5
6
7 8