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
$294M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.48M
3
+$1.47M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.3M
5
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$1.15M

Top Sells

1
+$2.72M
2
+$2.44M
3
+$2.39M
4
NWPX icon
NWPX Infrastructure Inc
NWPX
+$1.87M
5
STRL icon
Sterling Infrastructure
STRL
+$1.7M

Sector Composition

1 Consumer Discretionary 18.35%
2 Technology 16.46%
3 Financials 16.41%
4 Industrials 14.17%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.43M 3.2%
1,376,822
2
$8.81M 2.99%
28,350
3
$8.8M 2.99%
95,288
4
$8.06M 2.74%
605,874
+720
5
$6.66M 2.26%
510,498
+74,586
6
$6.57M 2.23%
215,263
-675
7
$6.48M 2.2%
335,441
-28,884
8
$6.42M 2.18%
396,000
-31,560
9
$6.31M 2.14%
362,372
+22,125
10
$6.25M 2.12%
346,048
-63,904
11
$6.22M 2.11%
469,690
+74,362
12
$6.1M 2.07%
419,238
13
$6.05M 2.05%
1,531
-14
14
$5.97M 2.03%
781,002
+52,443
15
$5.92M 2.01%
1,110,540
+56,269
16
$5.72M 1.94%
561,400
17
$5.67M 1.93%
555,661
+127,100
18
$5.52M 1.87%
503,372
19
$5.51M 1.87%
79,949
20
$5.51M 1.87%
150,340
21
$5.42M 1.84%
556,081
22
$5.15M 1.75%
314,260
-20,600
23
$5.05M 1.71%
323,518
+21,718
24
$4.98M 1.69%
301,946
25
$4.87M 1.65%
175,865
-98,141
1
2 3 4 5