AAM
ACK Asset Management Portfolio holdings
AUM
$761M
This Quarter Return
+7.81%
1 Year Return
+25.56%
3 Year Return
+114.14%
5 Year Return
+277.39%
10 Year Return
+837.19%
AUM
$304M
AUM Growth
+$304M
(+0.17%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-4.64%
Top 10 Holdings %
Top 10 Hldgs %
59.96%
Holding
47
New
13
Increased
14
Reduced
4
Closed
16
Top Buys
| 1 |
BMCH
BMC Stock Holdings, Inc
BMCH
|
$12.2M |
| 2 |
CGI
Celadon Group Inc
CGI
|
$10.7M |
| 3 |
QLTY
QUALITY DISTR INC FLA
QLTY
|
$9.47M |
| 4 |
TAX
Liberty Tax, Inc. Class A
TAX
|
$6.74M |
| 5 |
AZZ Inc
AZZ
|
$6.7M |
Top Sells
| 1 |
Astronics
ATRO
|
$17.1M |
| 2 |
Trinity Industries
TRN
|
$12.8M |
| 3 |
Sonida Senior Living
SNDA
|
$9.96M |
| 4 |
The Greenbrier Companies
GBX
|
$8.87M |
| 5 |
Reliance Steel & Aluminium
RS
|
$8.16M |
Sector Composition
| 1 | Industrials | 33.94% |
| 2 | Consumer Discretionary | 20.97% |
| 3 | Healthcare | 14.03% |
| 4 | Technology | 9.46% |
| 5 | Real Estate | 3.96% |
