SIM

SummerHaven Investment Management Portfolio holdings

AUM $176M
1-Year Est. Return 25.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.38M
3
+$1.24M
4
HRI icon
Herc Holdings
HRI
+$1.23M
5
UNFI icon
United Natural Foods
UNFI
+$1.22M

Top Sells

1
+$3.18M
2
+$1.96M
3
+$1.83M
4
WBT
Welbilt, Inc.
WBT
+$1.74M
5
RRGB icon
Red Robin
RRGB
+$1.62M

Sector Composition

1 Industrials 23.54%
2 Technology 15.35%
3 Consumer Discretionary 14.06%
4 Financials 12.67%
5 Healthcare 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
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