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
1
$735K 1.31%
+8,920
2
$680K 1.21%
+30,567
3
$634K 1.13%
+23,630
4
$620K 1.11%
+25,421
5
$585K 1.04%
+10,356
6
$581K 1.04%
+11,227
7
$569K 1.02%
+10,985
8
$567K 1.01%
+13,824
9
$558K 1%
+16,760
10
$539K 0.96%
+17,576
11
$531K 0.95%
+10,778
12
$489K 0.87%
+17,505
13
$483K 0.86%
+18,581
14
$475K 0.85%
+6,750
15
$466K 0.83%
+14,040
16
$466K 0.83%
+2,889
17
$463K 0.83%
+7,741
18
$463K 0.83%
+5,871
19
$455K 0.81%
+9,196
20
$455K 0.81%
+27,540
21
$449K 0.8%
+5,565
22
$448K 0.8%
+23,130
23
$436K 0.78%
+22,737
24
$430K 0.77%
+16,855
25
$424K 0.76%
+10,970
1
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