SIM
SummerHaven Investment Management Portfolio holdings
AUM
$153M
This Quarter Return
+14.02%
1 Year Return
+15.32%
3 Year Return
+98.86%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+8.5%)
Cap. Flow
-$807K
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
8.96%
Holding
200
New
1
Increased
1
Reduced
–
Closed
2
Top Buys
| 1 |
Independent Bank
INDB
|
$951K |
| 2 |
ePlus
PLUS
|
$504K |
Top Sells
| 1 |
ECHO
Echo Global Logistics, Inc.
ECHO
|
$1.38M |
| 2 |
EBSB
Meridian Bancorp, Inc.
EBSB
|
$880K |
Sector Composition
| 1 | Industrials | 25.12% |
| 2 | Technology | 16.28% |
| 3 | Consumer Discretionary | 13.31% |
| 4 | Financials | 12.52% |
| 5 | Healthcare | 9.36% |
