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
1
$8.21M 3.2%
343,263
-28,059
2
$8.19M 3.19%
620,285
+109,787
3
$8.06M 3.14%
1,232,779
-94,078
4
$7.33M 2.85%
574,033
5
$7.01M 2.73%
209,013
-6,250
6
$6.36M 2.48%
472,907
-67,543
7
$6.33M 2.46%
231,045
8
$6.29M 2.45%
561,400
9
$6.26M 2.44%
489,772
-13,600
10
$5.95M 2.31%
898,057
-111,822
11
$5.85M 2.28%
360,276
+42,003
12
$5.45M 2.12%
96,649
-10,549
13
$5.3M 2.06%
16,591
14
$4.92M 1.91%
372,842
15
$4.81M 1.87%
241,369
-228,321
16
$4.81M 1.87%
268,848
-9,000
17
$4.76M 1.85%
286,750
-84,250
18
$4.7M 1.83%
224,996
19
$4.67M 1.82%
144,914
+27,227
20
$4.66M 1.81%
122,240
-28,100
21
$4.56M 1.78%
202,699
+43,500
22
$4.28M 1.67%
1,071
-313
23
$4.21M 1.64%
184,505
-7,000
24
$4.13M 1.61%
313,118
+5,800
25
$3.94M 1.53%
308,320
1
2 3 4 5