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
$221M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.77M
2 +$9.59M
3 +$7.23M
4
THO icon
Thor Industries
THO
+$6.83M
5
DOOR
MASONITE INTERNATIONAL CORP
DOOR
+$6.44M

Top Sells

1 +$8.73M
2 +$8.35M
3 +$6.2M
4
BBCP icon
Concrete Pumping Holdings
BBCP
+$4.97M
5
RP
RealPage, Inc.
RP
+$3.51M

Sector Composition

1 Industrials 48.02%
2 Technology 17.31%
3 Consumer Discretionary 15.4%
4 Real Estate 7.51%
5 Materials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-60,000