HA

Havens Advisors Portfolio holdings

AUM $39.3M
1-Year Est. Return 80.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+80.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.9M
3
+$7.65M
4
SHPG
Shire pic
SHPG
+$7.2M
5
AMRE
AMREIT INC NEW COM STK
AMRE
+$6.51M

Top Sells

1
+$10.4M
2
+$6.43M
3
+$6.05M
4
CHDX
CHINDEX INTL INC
CHDX
+$4.64M
5
HSH
HILLSHIRE BRANDS CO
HSH
+$3.89M

Sector Composition

1 Healthcare 14.72%
2 Consumer Staples 13.86%
3 Consumer Discretionary 11.14%
4 Technology 10.56%
5 Financials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
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