SIM

SummerHaven Investment Management Portfolio holdings

AUM $172M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$951K

Top Sells

1
+$1.38M
2
+$880K

Sector Composition

1 Industrials 25.12%
2 Technology 16.28%
3 Consumer Discretionary 13.31%
4 Financials 12.52%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.63%
59,426
27
$1.16M 0.63%
9,192
28
$1.16M 0.62%
12,842
29
$1.15M 0.62%
142,641
30
$1.15M 0.62%
37,474
31
$1.14M 0.62%
12,179
32
$1.14M 0.62%
44,333
33
$1.14M 0.61%
13,915
34
$1.14M 0.61%
18,646
35
$1.12M 0.6%
21,489
36
$1.11M 0.6%
31,360
37
$1.1M 0.59%
18,300
38
$1.1M 0.59%
11,101
39
$1.1M 0.59%
10,910
40
$1.1M 0.59%
11,504
41
$1.09M 0.59%
12,251
42
$1.08M 0.58%
11,742
43
$1.07M 0.58%
36,270
44
$1.06M 0.57%
22,119
45
$1.06M 0.57%
241,940
46
$1.06M 0.57%
69,604
47
$1.05M 0.57%
18,235
48
$1.05M 0.57%
14,879
49
$1.04M 0.56%
22,568
50
$1.04M 0.56%
13,333
1
2
3 4 5