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
76
$529K 0.21%
74,559
-150
77
$511K 0.2%
17,948
78
$500K 0.19%
12,300
79
$485K 0.19%
16,883
-105
80
$469K 0.18%
3,627
81
$462K 0.18%
11,910
82
$458K 0.18%
34,815
-114,237
83
$457K 0.18%
6,300
84
$454K 0.18%
58,861
-98,430
85
$452K 0.18%
16,305
86
$444K 0.17%
10,520
87
$428K 0.17%
15,725
88
$410K 0.16%
7,704
-7,534
89
$408K 0.16%
19,950
+536
90
$407K 0.16%
52,282
+12
91
$391K 0.15%
15,198
92
$389K 0.15%
12,211
93
$383K 0.15%
6,950
94
$349K 0.14%
4,315
95
$349K 0.14%
20,112
-260
96
$349K 0.14%
80,635
97
$348K 0.14%
15,836
98
$348K 0.14%
8,050
99
$345K 0.13%
3,992
100
$344K 0.13%
7,085
1 2 3
4
5