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
1
$423K 1.77%
4,097
+1,117
2
$403K 1.69%
+7,882
3
$395K 1.65%
+10,816
4
$393K 1.64%
+5,505
5
$390K 1.63%
+26,826
6
$384K 1.61%
+15,627
7
$373K 1.56%
+6,432
8
$372K 1.56%
+5,225
9
$370K 1.55%
+8,731
10
$363K 1.52%
+4,096
11
$361K 1.51%
+16,889
12
$361K 1.51%
+5,240
13
$358K 1.5%
+8,359
14
$357K 1.49%
+2,790
15
$356K 1.49%
+8,816
16
$350K 1.46%
+7,382
17
$345K 1.44%
+6,992
18
$335K 1.4%
+16,775
19
$306K 1.28%
+8,541
20
$305K 1.28%
+11,710
21
$303K 1.27%
+12,210
22
$301K 1.26%
+9,956
23
$301K 1.26%
+6,760
24
$300K 1.26%
+7,256
25
$297K 1.24%
+6,540
1
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