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
76
$908K 0.53%
19,953
+375
77
$907K 0.53%
17,426
+323
78
$902K 0.53%
33,872
+634
79
$899K 0.52%
66,921
+1,218
80
$898K 0.52%
66,896
+1,266
81
$898K 0.52%
23,474
+439
82
$897K 0.52%
66,525
+1,236
83
$894K 0.52%
20,671
+387
84
$892K 0.52%
30,681
+592
85
$882K 0.51%
7,065
+137
86
$880K 0.51%
45,209
+850
87
$879K 0.51%
11,061
+205
88
$878K 0.51%
26,485
+516
89
$878K 0.51%
14,780
+300
90
$878K 0.51%
10,368
+202
91
$871K 0.51%
22,404
+435
92
$869K 0.51%
9,570
+189
93
$864K 0.5%
58,212
+1,067
94
$863K 0.5%
12,072
+240
95
$859K 0.5%
55,753
+1,105
96
$849K 0.49%
19,824
+387
97
$843K 0.49%
45,958
+911
98
$841K 0.49%
25,668
+516
99
$839K 0.49%
10,172
+203
100
$832K 0.48%
18,516
+374
2 3
4
5 6