HA

Havens Advisors Portfolio holdings

AUM $39.3M
1-Year Est. Return 80.25%
This Quarter Est. Return
1 Year Est. Return
+80.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$8.71M
2 +$6.5M
3 +$6.48M
4
ATML
ATMEL CORP
ATML
+$5.72M
5
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$5.41M

Top Sells

1 +$15.4M
2 +$12.5M
3 +$11.3M
4
HCBK
HUDSON CITY BANCORP INC
HCBK
+$7.58M
5
SLH
SOLERA HOLDINGS, INC. COM
SLH
+$7.35M

Sector Composition

1 Industrials 16.82%
2 Communication Services 15.51%
3 Healthcare 11.77%
4 Energy 9.26%
5 Technology 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-33,300