SIM

SummerHaven Investment Management Portfolio holdings

AUM $163M
1-Year Est. Return 53.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.04M
3
+$1.03M
4
TALO icon
Talos Energy
TALO
+$1.01M
5
SLVM icon
Sylvamo
SLVM
+$974K

Top Sells

1
+$1.8M
2
+$1.52M
3
+$1.45M
4
MTOR
MERITOR, Inc.
MTOR
+$1.36M
5
DINO icon
HF Sinclair
DINO
+$1.33M

Sector Composition

1 Industrials 26.95%
2 Consumer Discretionary 17.23%
3 Technology 14.47%
4 Financials 10.5%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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