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
101
$344K 0.13%
13,550
102
$322K 0.13%
35,124
-53,371
103
$322K 0.13%
18,605
-80
104
$304K 0.12%
2,298
105
$285K 0.11%
20,739
+3
106
$269K 0.1%
8,815
107
$212K 0.08%
13,290
-300
108
$204K 0.08%
+10,008
109
$13K 0.01%
21,000
+10,014
110
– –
-12,924
111
– –
-125,019
112
– –
-14,050
113
– –
-7,735
114
– –
-37,324
115
– –
-136,857
116
– –
-427,674
117
– –
-13,319
118
– –
-12,206
1 2 3 4
5