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
151
$207K 0.37%
+953
152
$206K 0.37%
+3,085
153
$206K 0.37%
+6,466
154
$206K 0.37%
+2,236
155
$206K 0.37%
+2,140
156
$205K 0.37%
+4,714
157
$205K 0.37%
+4,716
158
$203K 0.36%
+32,634
159
$201K 0.36%
+6,053
160
$200K 0.36%
+11,368
161
$200K 0.36%
+28,224
162
$199K 0.36%
+10,097
163
$190K 0.34%
+22,022
164
$187K 0.33%
+5,357
165
$181K 0.32%
+10,271
166
$179K 0.32%
+10,504
167
$178K 0.32%
+12,251
168
$176K 0.31%
+7,438
169
$167K 0.3%
+18,050
170
$167K 0.3%
+10,821
171
$159K 0.28%
+10,522
172
$153K 0.27%
+10,995
173
$152K 0.27%
+11,131
174
$151K 0.27%
+11,299
175
$144K 0.26%
+10,180
5 6
7
8 9