GRIM
Greenhaven Road Investment Management Portfolio holdings
AUM
$285M
1-Year Return
37.22%
This Quarter Return
-14.26%
1 Year Return
+37.22%
3 Year Return
+116.25%
5 Year Return
+275.32%
10 Year Return
–
AUM
$166M
AUM Growth
-$28.3M
(-15%)
Cap. Flow
+$3.8M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
93.61%
Holding
53
New
3
Increased
11
Reduced
8
Closed
11
Top Buys
| 1 |
APi Group
APG
|
$7.88M |
| 2 |
MarketWise
MKTW
|
$4.23M |
| 3 |
Elastic
ESTC
|
$2.45M |
| 4 |
Hagerty
HGTY
|
$2.1M |
| 5 |
Cellebrite
CLBT
|
$1.58M |
Top Sells
Sector Composition
| 1 | Technology | 55.95% |
| 2 | Financials | 28.81% |
| 3 | Industrials | 5.82% |
| 4 | Consumer Discretionary | 3.79% |
| 5 | Communication Services | 0.44% |