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
$158M
AUM Growth
-$646K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$959K
3
+$849K
4
ADM icon
Archer Daniels Midland
ADM
+$698K
5
HESM icon
Hess Midstream
HESM
+$697K

Top Sells

1
+$3.19M
2
+$2.97M
3
+$2.72M
4
GES
Guess Inc
GES
+$1.91M
5
CLF icon
Cleveland-Cliffs
CLF
+$1.72M

Sector Composition

1 Technology 19.56%
2 Financials 15.11%
3 Industrials 12.85%
4 Consumer Discretionary 11.07%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-28,639
102
– –
-23,659
103
– –
-92,020
104
– –
-63,004
105
– –
0
106
– –
-60,100
1 2 3 4
5