AAM

ACK Asset Management Portfolio holdings

AUM $797M
1-Year Est. Return 35.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.39%
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
+$10.5M
2
+$9.94M
3
+$8.28M
4
DOOR
MASONITE INTERNATIONAL CORP
DOOR
+$7.04M
5
CCS icon
Century Communities
CCS
+$6.22M

Top Sells

1
+$8.73M
2
+$8.35M
3
+$6.2M
4
BBCP icon
Concrete Pumping Holdings
BBCP
+$3.53M
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
1
2