ARM

Adirondack Research & Management Portfolio holdings

AUM $82.2M
1-Year Est. Return 63.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+63.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$683K
3
+$671K
4
DENN
Denny's
DENN
+$666K
5
ECVT icon
Ecovyst
ECVT
+$660K

Top Sells

1
+$1.57M
2
+$1.54M
3
+$1.32M
4
STC icon
Stewart Information Services
STC
+$1.12M
5
CLS icon
Celestica
CLS
+$1.01M

Sector Composition

1 Technology 29.93%
2 Financials 19.39%
3 Industrials 12.19%
4 Consumer Discretionary 8.42%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.28%
51,930
+200
77
$200K 0.27%
+6,943
78
$137K 0.19%
7,637
-38,805
79
$132K 0.18%
34,474
80
$58K 0.08%
+5,200
81
– –
-103,918
82
– –
-24,956
83
– –
-16,300
84
– –
-7,561
1 2 3
4