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
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