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
$545M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$33.4M
3
+$27.8M
4
DY icon
Dycom Industries
DY
+$26.7M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$17.9M

Top Sells

1
+$23.8M
2
+$21.5M
3
+$13M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$7.12M
5
IEA
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
+$6.24M

Sector Composition

1 Industrials 59.04%
2 Technology 14.4%
3 Consumer Discretionary 8.96%
4 Materials 8.28%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-250,000
27
– –
-650,000
28
– –
-461,100
1
2