GRIM
Greenhaven Road Investment Management Portfolio holdings
AUM
$285M
This Quarter Return
+10.93%
1 Year Return
+37.22%
3 Year Return
+116.25%
5 Year Return
+275.32%
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
99.7%
Holding
16
New
16
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PAR Technology
PAR
|
$25.8M |
| 2 |
KKR & Co
KKR
|
$25.4M |
| 3 |
Digital Turbine
APPS
|
$17.2M |
| 4 |
SHSP
SharpSpring, Inc.
SHSP
|
$15.6M |
| 5 |
Etsy
ETSY
|
$9.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 56.33% |
| 2 | Financials | 22.19% |
| 3 | Consumer Discretionary | 12.1% |
| 4 | Communication Services | 5.84% |
| 5 | Healthcare | 3.2% |
