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
$257M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.05M
3
+$1.73M
4
SRI icon
Stoneridge
SRI
+$1.7M
5
IVC
Invacare Corporation
IVC
+$1.45M

Top Sells

1
+$5.05M
2
+$4.55M
3
+$1.89M
4
XCRA
Xcerra Corporation
XCRA
+$1.75M
5
STRL icon
Sterling Infrastructure
STRL
+$1.58M

Sector Composition

1 Consumer Discretionary 20.73%
2 Financials 15.72%
3 Industrials 15.25%
4 Technology 12.04%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.53%
1,042,452
-90
27
$3.78M 1.47%
187,865
+12,000
28
$3.76M 1.46%
455,834
-98,583
29
$3.58M 1.39%
283,575
+20,712
30
$3.5M 1.36%
133,629
-25,781
31
$3.48M 1.36%
238,506
32
$3.46M 1.35%
109,646
-6,500
33
$3.33M 1.3%
154,892
-43,000
34
$3.13M 1.22%
144,777
-32,149
35
$3.12M 1.22%
68,833
+400
36
$3.08M 1.2%
314,814
-179,072
37
$2.95M 1.15%
325,663
38
$2.92M 1.14%
221,587
-80,319
39
$2.81M 1.1%
182,594
+110,166
40
$2.71M 1.06%
96,767
-52,471
41
$2.71M 1.05%
332,163
+32,844
42
$2.7M 1.05%
160,700
+41,700
43
$2.55M 0.99%
127,723
+12,763
44
$2.42M 0.94%
108,504
-43,449
45
$2.41M 0.94%
+226,000
46
$2.29M 0.89%
664,598
47
$2.28M 0.89%
133,997
48
$2.25M 0.88%
107,495
-241,267
49
$2.15M 0.84%
769,175
+17,000
50
$2.05M 0.8%
+166,924
1
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