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
$342M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$13.3M
3 +$10.5M
4
MBUU icon
Malibu Boats
MBUU
+$10.1M
5
MCFT icon
MasterCraft Boat Holdings
MCFT
+$4.07M

Top Sells

1 +$10.1M
2 +$7.76M
3 +$3.11M
4
THRY icon
Thryv Holdings
THRY
+$2.99M
5
LDL
Lydall, Inc.
LDL
+$2.85M

Sector Composition

1 Industrials 33.5%
2 Consumer Discretionary 23.37%
3 Technology 18.81%
4 Materials 5.97%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-308,333