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
176
$144K 0.26%
+13,524
177
$142K 0.25%
+11,045
178
$140K 0.25%
+576
179
$137K 0.24%
+11,154
180
$133K 0.24%
+12,836
181
$131K 0.23%
+12,971
182
$130K 0.23%
+20,000
183
$124K 0.22%
+16,851
184
$119K 0.21%
+12,754
185
$116K 0.21%
+16,140
186
$114K 0.2%
+13,680
187
$111K 0.2%
+18,527
188
$105K 0.19%
+11,157
189
$95K 0.17%
+11,100
190
$94K 0.17%
+10,743
191
$92K 0.16%
+19,150
192
$76K 0.14%
+23,741
193
$72K 0.13%
+1,424
194
$62K 0.11%
+16,242
195
$55K 0.1%
+16,628
196
$50K 0.09%
+19,591
197
$49K 0.09%
+1,443
198
$47K 0.08%
+10,413
199
$44K 0.08%
+19,242
200
$37K 0.07%
+1,076
5 6 7
8
9