Asset Manager
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Haveli Investment Management LLC
Market Value
$180M
+875.3%
Holdings
4
+3
New Purchases
3
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
75.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BLND | 17.77% | 100.00% | -82.23% | $32M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $83M | 46.2% |
| Small Cap | 2 | $65M | 36.1% |
| Micro Cap | 1 | $32M | 17.8% |
Portfolio Analytics
Avg Market Cap
$1.5B
Median Market Cap
$1.0B
Avg P/E
19.5
Median P/E
19.5
Avg Dividend Yield
—%
Avg Beta
1.09
# Stocks
4
# ETFs / Funds
0