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
$242M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$10.5M
3
+$9.23M
4
TITN icon
Titan Machinery
TITN
+$8.92M
5
JBTM
JBT Marel
JBTM
+$8.25M

Top Sells

1
+$12.9M
2
+$12.3M
3
+$8.89M
4
AIMC
Altra Industrial Motion Corp
AIMC
+$8.63M
5
BMCH
BMC Stock Holdings, Inc
BMCH
+$5.55M

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
– –
-286,300
27
– –
-180,800
28
– –
0
29
– –
-372,100
30
– –
-339,300
1
2