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
126
$755K 0.44%
11,114
+233
127
$754K 0.44%
79,178
+1,796
128
$746K 0.43%
34,660
+774
129
$741K 0.43%
24,357
+541
130
$738K 0.43%
18,772
+419
131
$731K 0.43%
32,743
+691
132
$727K 0.42%
147,087
+3,575
133
$727K 0.42%
31,910
+735
134
$727K 0.42%
58,448
+1,297
135
$726K 0.42%
39,737
+941
136
$725K 0.42%
35,135
+758
137
$724K 0.42%
55,496
+1,227
138
$709K 0.41%
27,743
+655
139
$704K 0.41%
42,450
+992
140
$702K 0.41%
13,574
+323
141
$699K 0.41%
20,746
+473
142
$698K 0.41%
74,173
+1,781
143
$691K 0.4%
30,242
+745
144
$691K 0.4%
21,508
+521
145
$689K 0.4%
40,375
+989
146
$684K 0.4%
37,606
+933
147
$680K 0.4%
59,525
+1,424
148
$674K 0.39%
79,428
+2,006
149
$659K 0.38%
71,588
+1,801
150
$656K 0.38%
34,489
+810
4 5
6
7 8