AAM
ACK Asset Management Portfolio holdings
AUM
$761M
This Quarter Return
+48.27%
1 Year Return
+25.56%
3 Year Return
+114.14%
5 Year Return
+277.39%
10 Year Return
+837.19%
AUM
$221M
AUM Growth
+$221M
(+10%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
11.7%
Top 10 Holdings %
Top 10 Hldgs %
67.74%
Holding
26
New
6
Increased
9
Reduced
5
Closed
6
Top Buys
| 1 |
AIMC
Altra Industrial Motion Corp.
AIMC
|
$9.77M |
| 2 |
Helios Technologies
HLIO
|
$9.59M |
| 3 |
Materion
MTRN
|
$7.23M |
| 4 |
Thor Industries
THO
|
$6.83M |
| 5 |
DOOR
MASONITE INTERNATIONAL CORP
DOOR
|
$6.44M |
Top Sells
| 1 |
PRSP
Perspecta Inc. Common Stock
PRSP
|
$8.73M |
| 2 |
Vishay Precision Group
VPG
|
$8.35M |
| 3 |
Advanced Drainage Systems
WMS
|
$6.2M |
| 4 |
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% |