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
$25.3M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$820K
3
+$725K
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$510K
5
DDC
Dominion Diamond Corporation
DDC
+$492K

Top Sells

1
+$403K
2
+$395K
3
+$393K
4
GNTX icon
Gentex
GNTX
+$390K
5
ETP
Energy Transfer Partners L.p.
ETP
+$373K

Sector Composition

1 Industrials 10.49%
2 Technology 7.95%
3 Financials 7.16%
4 Communication Services 5.2%
5 Materials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.58M 22.08%
+28,331
2
$820K 3.24%
+8,305
3
$725K 2.87%
+9,560
4
$510K 2.02%
+12,980
5
$492K 1.95%
+34,577
6
$421K 1.67%
+5,156
7
$418K 1.65%
4,469
+372
8
$412K 1.63%
9,234
+2,650
9
$401K 1.59%
+16,548
10
$369K 1.46%
+23,671
11
$348K 1.38%
+32,947
12
$344K 1.36%
+6,865
13
$332K 1.31%
+5,187
14
$320K 1.27%
+7,340
15
$312K 1.23%
+25,196
16
$311K 1.23%
+15,018
17
$304K 1.2%
+4,717
18
$292K 1.16%
+8,694
19
$291K 1.15%
8,136
+880
20
$291K 1.15%
10,650
+3,464
21
$285K 1.13%
+20,522
22
$282K 1.12%
+10,508
23
$282K 1.12%
+6,030
24
$282K 1.12%
+14,816
25
$279K 1.1%
+3,206
1
2 3 4 5