SC
Sumit Capital Portfolio holdings
AUM
$16.6M
This Quarter Return
-0.27%
1 Year Return
-9.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$23.9M
AUM Growth
+$23.9M
(-9.4%)
Cap. Flow
-$2.33M
Cap. Flow
% of AUM
-9.76%
Top 10 Holdings %
Top 10 Hldgs %
16.18%
Holding
195
New
96
Increased
6
Reduced
5
Closed
88
Top Buys
| 1 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
$403K |
| 2 |
ITC
ITC HOLDINGS CORP
ITC
|
$395K |
| 3 |
Royal Bank of Canada
RY
|
$393K |
| 4 |
Gentex
GNTX
|
$390K |
| 5 |
AEL
American Equity Investment Life Holding Company
AEL
|
$384K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.94M |
| 2 |
TEGNA Inc
TGNA
|
$526K |
| 3 |
DiamondRock Hospitality
DRH
|
$473K |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$472K |
| 5 |
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% |
