AAM
ACK Asset Management Portfolio holdings
AUM
$761M
1-Year Return
25.56%
This Quarter Return
+15.58%
1 Year Return
+25.56%
3 Year Return
+114.14%
5 Year Return
+277.39%
10 Year Return
+837.19%
AUM
$317M
AUM Growth
+$39.4M
(+14%)
Cap. Flow
+$8.76M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
65.46%
Holding
53
New
15
Increased
9
Reduced
4
Closed
15
Top Buys
| 1 |
Clean Harbors
CLH
|
$24.1M |
| 2 |
Sonida Senior Living
SNDA
|
$11.3M |
| 3 |
Gray Television
GTN
|
$11M |
| 4 |
EGL
Engility Holdings, Inc.
EGL
|
$8.88M |
| 5 |
TOWR
Tower International, Inc.
TOWR
|
$7.58M |
Top Sells
| 1 |
Brookdale Senior Living
BKD
|
$26M |
| 2 |
Rogers Corp
ROG
|
$12.9M |
| 3 |
DOOR
MASONITE INTERNATIONAL CORP
DOOR
|
$8.36M |
| 4 |
GSIG
GSI GROUP INC COM STK (CDA)
GSIG
|
$8.02M |
| 5 |
TAX
Liberty Tax, Inc. Class A
TAX
|
$7.33M |
Sector Composition
| 1 | Industrials | 48.97% |
| 2 | Consumer Discretionary | 20.73% |
| 3 | Healthcare | 8.52% |
| 4 | Communication Services | 3.49% |
| 5 | Real Estate | 2.54% |