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
76
$846K 0.56%
17,083
+284
77
$842K 0.55%
22,334
+417
78
$835K 0.55%
7,800
+148
79
$833K 0.55%
14,728
+288
80
$831K 0.55%
79,929
+1,395
81
$828K 0.54%
13,540
+257
82
$822K 0.54%
14,831
+267
83
$822K 0.54%
8,222
+142
84
$820K 0.54%
42,116
+788
85
$820K 0.54%
41,904
+705
86
$815K 0.54%
21,574
+476
87
$813K 0.53%
32,845
+580
88
$811K 0.53%
15,865
+287
89
$803K 0.53%
8,874
+156
90
$802K 0.53%
21,719
+410
91
$801K 0.53%
9,864
+183
92
$799K 0.53%
16,116
+289
93
$796K 0.52%
9,752
+186
94
$794K 0.52%
42,134
+698
95
$793K 0.52%
10,093
+176
96
$787K 0.52%
11,881
+224
97
$787K 0.52%
28,452
+474
98
$784K 0.52%
38,433
+642
99
$776K 0.51%
15,069
+281
100
$769K 0.51%
18,270
+367
2 3
4
5 6