AAM

ACK Asset Management Portfolio holdings

AUM $799M
1-Year Est. Return 34.89%
This Quarter Est. Return
1 Year Est. Return
+34.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$10.3M
3
+$8.66M
4
DOOR
MASONITE INTERNATIONAL CORP
DOOR
+$8.6M
5
TITN icon
Titan Machinery
TITN
+$7.48M

Top Sells

1
+$12.3M
2
+$8.89M
3
+$8.63M
4
BLDR icon
Builders FirstSource
BLDR
+$7.09M
5
BBCP icon
Concrete Pumping Holdings
BBCP
+$3.77M

Sector Composition

1 Industrials 45.51%
2 Technology 17.71%
3 Consumer Discretionary 17.25%
4 Materials 7.29%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-372,100
27
– –
0
28
– –
-180,800
29
– –
-286,300
30
– –
0
1
2