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
51
$2.41M 0.82%
56,060
-22,320
52
$2.29M 0.78%
132,933
-108,432
53
$2.17M 0.74%
114,954
-334
54
$2.04M 0.69%
236,206
-110,785
55
$2.02M 0.69%
9,410
+175
56
$1.9M 0.65%
55,027
-28,044
57
$1.79M 0.61%
119,000
+21,000
58
$1.52M 0.51%
49,710
-38,563
59
$1.47M 0.5%
+94,875
60
$1.46M 0.49%
299,296
61
$1.28M 0.44%
233,704
62
$1.23M 0.42%
88,488
-676
63
$1.16M 0.39%
68,405
-700
64
$1.1M 0.37%
+159,969
65
$1.07M 0.37%
44,795
+24,705
66
$986K 0.33%
58,849
+41,268
67
$957K 0.33%
20,800
+270
68
$940K 0.32%
19,725
-100
69
$933K 0.32%
60,184
70
$721K 0.24%
+10,655
71
$709K 0.24%
84,947
-330
72
$652K 0.22%
13,576
+112
73
$588K 0.2%
7,975
74
$583K 0.2%
25,332
+7,439
75
$579K 0.2%
13,700
-800