HIM

Haveli Investment Management Portfolio holdings

AUM $33M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$34.6M

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
$436M
$33M 100%
+10,848,873
BASE
2
DELISTED
Couchbase
BASE
0