GRIM

Greenhaven Road Investment Management Portfolio holdings

AUM $242M
1-Year Est. Return 14.17%
This Quarter Est. Return
1 Year Est. Return
+14.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$2.49M
3
+$1.18M
4
LFCR icon
Lifecore Biomedical
LFCR
+$1.07M
5
KFS icon
Kingsway Financial Services
KFS
+$703K

Top Sells

1
+$10.2M
2
+$2.77M
3
+$2.72M
4
PAR icon
PAR Technology
PAR
+$1.86M
5
MKTW icon
MarketWise
MKTW
+$420K

Sector Composition

1 Technology 37.63%
2 Financials 34.09%
3 Industrials 9.8%
4 Healthcare 6.2%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-985,880
27
– –
-564,069
1
2