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
$152M
AUM Growth
-$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$19.7K
2
+$19.6K
3
+$19.1K
4
DXC icon
DXC Technology
DXC
+$19K
5
AMKR icon
Amkor Technology
AMKR
+$18.4K

Top Sells

1
+$997K
2
+$974K
3
+$305K

Sector Composition

1 Industrials 24.86%
2 Consumer Discretionary 19.76%
3 Technology 13.82%
4 Financials 10.66%
5 Materials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.63%
13,020
+203
52
$956K 0.63%
19,049
+299
53
$947K 0.62%
68,946
+1,068
54
$946K 0.62%
25,004
+389
55
$944K 0.62%
25,332
+418
56
$944K 0.62%
15,839
+249
57
$933K 0.61%
72,238
+1,149
58
$932K 0.61%
10,405
+144
59
$927K 0.61%
7,776
+113
60
$922K 0.61%
61,738
+958
61
$912K 0.6%
84,949
+1,484
62
$907K 0.6%
92,532
+1,464
63
$891K 0.59%
17,623
+324
64
$889K 0.58%
7,704
+116
65
$887K 0.58%
17,529
+285
66
$883K 0.58%
57,179
+972
67
$878K 0.58%
23,502
+511
68
$875K 0.58%
62,939
+1,094
69
$871K 0.57%
17,948
+318
70
$871K 0.57%
34,467
+469
71
$866K 0.57%
7,732
+130
72
$851K 0.56%
44,321
+761
73
$850K 0.56%
31,187
+569
74
$848K 0.56%
2,854
+49
75
$847K 0.56%
10,509
+162
1 2
3
4 5