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
$267M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.11M
3
+$1.72M
4
VG
Vonage Holdings Corporation
VG
+$1.14M
5
IVC
Invacare Corporation
IVC
+$694K

Top Sells

1
+$2.77M
2
+$2.5M
3
+$2.12M
4
MTSN
MATTSON TECHNOLOGY INC
MTSN
+$1.91M
5
TA
TravelCenters of America LLC
TA
+$1.75M

Sector Composition

1 Industrials 15.88%
2 Technology 15.82%
3 Financials 13.95%
4 Consumer Discretionary 9.16%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-16,350
102
– –
-371,940
103
– –
-5,800
1 2 3 4
5