ARM

Adirondack Research & Management Portfolio holdings

AUM $82.2M
1-Year Est. Return 63.83%
This Quarter Est. Return
1 Year Est. Return
+63.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$2.48M
3 +$1.47M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.3M
5
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$1.15M

Top Sells

1 +$2.72M
2 +$2.44M
3 +$2.39M
4
NWPX icon
NWPX Infrastructure Inc
NWPX
+$1.87M
5
STRL icon
Sterling Infrastructure
STRL
+$1.7M

Sector Composition

1 Consumer Discretionary 18.35%
2 Technology 16.46%
3 Financials 16.41%
4 Industrials 14.17%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.56M 1.55%
100,888
+24,920
27
$4.41M 1.5%
198,859
-6,667
28
$4.39M 1.49%
200,134
29
$4.35M 1.48%
+147,256
30
$4.35M 1.48%
513,838
-200,570
31
$4.32M 1.47%
159,410
+17,634
32
$4.31M 1.46%
224,996
+1,200
33
$4.28M 1.45%
372,842
+22,500
34
$4.23M 1.44%
119,083
+13,736
35
$4.15M 1.41%
117,687
+18,700
36
$4.1M 1.39%
183,005
37
$3.96M 1.35%
176,926
-47,422
38
$3.56M 1.21%
753,498
39
$3.47M 1.18%
182,953
-32,500
40
$3.4M 1.15%
155,997
-111,920
41
$3.22M 1.09%
544,508
+764
42
$3.21M 1.09%
371,408
-9,383
43
$3.19M 1.08%
634,465
+136,049
44
$3.17M 1.08%
84,900
45
$3.1M 1.05%
67,333
+500
46
$3.1M 1.05%
142,926
+8,900
47
$3.02M 1.03%
793,742
-92,090
48
$2.75M 0.94%
204,696
+85,811
49
$2.58M 0.88%
238,391
50
$2.48M 0.84%
+48,062