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
51
$1.94M 0.76%
94,703
-13,940
52
$1.93M 0.75%
64,197
53
$1.92M 0.75%
48,062
54
$1.85M 0.72%
106,250
+4,650
55
$1.84M 0.72%
55,580
-12,374
56
$1.84M 0.72%
164,357
-38,707
57
$1.73M 0.67%
+47,000
58
$1.7M 0.66%
133,044
-7,918
59
$1.4M 0.55%
200,737
+14,800
60
$1.36M 0.53%
27,114
-12,600
61
$1.28M 0.5%
51,398
62
$1.19M 0.46%
82,812
+8,659
63
$916K 0.36%
17,425
-200
64
$867K 0.34%
58,755
+3
65
$857K 0.33%
42,867
-94
66
$795K 0.31%
108,161
67
$780K 0.3%
10,826
-49
68
$758K 0.3%
3,323
-64
69
$681K 0.27%
13,913
+337
70
$643K 0.25%
6,150
71
$638K 0.25%
11,893
+1
72
$590K 0.23%
13,250
73
$582K 0.23%
75,154
-29,422
74
$573K 0.22%
43,809
-121,086
75
$562K 0.22%
8,150
-50
1 2
3
4 5