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
$251M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$13.2M
3 +$12.3M
4
BLDR icon
Builders FirstSource
BLDR
+$9.31M
5
NVEC icon
NVE Corp
NVEC
+$7.61M

Top Sells

1 +$14.5M
2 +$9.58M
3 +$7.12M
4
BBCP icon
Concrete Pumping Holdings
BBCP
+$6.25M
5
VMI icon
Valmont Industries
VMI
+$4.94M

Sector Composition

1 Industrials 48.18%
2 Technology 18.65%
3 Consumer Discretionary 11.57%
4 Materials 8.55%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-245,000
28
-350,000
29
-626,000
30
-501,800