AAM
ACK Asset Management Portfolio holdings
AUM
$761M
This Quarter Return
+7.48%
1 Year Return
+25.56%
3 Year Return
+114.14%
5 Year Return
+277.39%
10 Year Return
+837.19%
AUM
$272M
AUM Growth
+$272M
(+8.1%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
7.25%
Top 10 Holdings %
Top 10 Hldgs %
60.69%
Holding
28
New
5
Increased
7
Reduced
4
Closed
4
Top Buys
| 1 |
SmartRent
SMRT
|
$11.1M |
| 2 |
TWCT
TWC Tech Holdings II Corp. Class A Common Stock
TWCT
|
$10.1M |
| 3 |
RDNW
RideNow Group, Inc. Class B Common Stock
RDNW
|
$8.3M |
| 4 |
Allient
ALNT
|
$5.06M |
| 5 |
EnerSys
ENS
|
$3.65M |
Top Sells
| 1 |
Dycom Industries
DY
|
$18.1M |
| 2 |
DOOR
MASONITE INTERNATIONAL CORP
DOOR
|
$8.13M |
| 3 |
LDL
Lydall, Inc.
LDL
|
$5.13M |
| 4 |
Redwire
RDW
|
$4.77M |
| 5 |
Transcat
TRNS
|
$2.02M |
Sector Composition
| 1 | Industrials | 35.42% |
| 2 | Technology | 22.23% |
| 3 | Consumer Discretionary | 12.4% |
| 4 | Materials | 9.01% |
| 5 | Communication Services | 4.7% |