AAM

ACK Asset Management Portfolio holdings

AUM $761M
1-Year Est. Return 25.56%
This Quarter Est. Return
1 Year Est. Return
+25.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$20.5M
3
+$16.9M
4
TFII icon
TFI International
TFII
+$13.5M
5
ALNT icon
Allient
ALNT
+$10.1M

Top Sells

1
+$18.2M
2
+$12.8M
3
+$11.1M
4
GMS
GMS Inc
GMS
+$10.6M
5
MIXT
MIX TELEMATICS LIMITED
MIXT
+$10.4M

Sector Composition

1 Industrials 80.91%
2 Consumer Discretionary 9.31%
3 Technology 6.12%
4 Real Estate 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-255,000
27
– –
-193,400
28
– –
-595,000
29
– –
-371,700
30
– –
-100,000
31
– –
-150,000
32
– –
-648,300
33
– –
-680,000
34
– –
-236,000
1
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