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HIM

Haveli Investment Management Portfolio holdings

AUM $18.4M
This Fund
S&P 500
This Quarter Est. Return
-44.08%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$18.4M
AUM Growth
-$14.5M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLND icon
1
Blend Labs
BLND
$421M
$18.4M 100%
10,848,873
– –
BASE
2
DELISTED
Couchbase
BASE
– –
0
– –

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