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
$172M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$594K
2
+$18.6K
3
+$18.4K
4
SMCI icon
Super Micro Computer
SMCI
+$18.3K
5
SNEX icon
StoneX
SNEX
+$18.1K

Top Sells

1
+$1.29M
2
+$845K
3
+$809K

Sector Composition

1 Industrials 26.53%
2 Consumer Discretionary 17.95%
3 Technology 17.15%
4 Financials 9.29%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.59%
19,070
+318
52
$1M 0.58%
5,150
+88
53
$1M 0.58%
64,340
+1,075
54
$995K 0.58%
17,185
+295
55
$994K 0.58%
8,728
+140
56
$993K 0.58%
22,635
+378
57
$987K 0.58%
30,147
+531
58
$980K 0.57%
10,980
+189
59
$978K 0.57%
28,223
+490
60
$970K 0.56%
37,804
+649
61
$968K 0.56%
122,667
+1,984
62
$962K 0.56%
10,409
+186
63
$948K 0.55%
94,434
+1,661
64
$947K 0.55%
108,495
+1,902
65
$946K 0.55%
37,041
+656
66
$937K 0.55%
33,969
+612
67
$934K 0.54%
61,137
+1,133
68
$930K 0.54%
21,912
+400
69
$929K 0.54%
6,916
+129
70
$929K 0.54%
40,817
+686
71
$926K 0.54%
9,668
+180
72
$923K 0.54%
16,315
+299
73
$923K 0.54%
13,815
+260
74
$923K 0.54%
134,324
+2,428
75
$919K 0.54%
37,247
+683
1 2
3
4 5