AIM

Alambic Investment Management Portfolio holdings

AUM $9.12M
1-Year Est. Return 34.54%
This Quarter Est. Return
1 Year Est. Return
+34.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.13M
3
+$1.06M
4
SSD icon
Simpson Manufacturing
SSD
+$1.04M
5
LIND icon
Lindblad Expeditions
LIND
+$1.01M

Top Sells

1
+$1.61M
2
+$1.39M
3
+$1.37M
4
PHM icon
Pultegroup
PHM
+$1.17M
5
MTOR
MERITOR, Inc.
MTOR
+$1.16M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 17.56%
3 Industrials 16.87%
4 Healthcare 15.78%
5 Energy 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$82K 0.07%
+3,770
252
$81K 0.07%
+2,120
253
$80K 0.07%
152
-265
254
$80K 0.07%
17,796
-14,704
255
$78K 0.07%
+1,164
256
$78K 0.07%
51,733
-11,700
257
$76K 0.06%
+2,020
258
$71K 0.06%
14,900
+1,300
259
$69K 0.06%
39,228
260
$67K 0.06%
17,319
-7,110
261
$66K 0.06%
37,194
-30,600
262
$62K 0.05%
12,000
-14,000
263
$57K 0.05%
16,565
-14,135
264
$56K 0.05%
35,468
-30,803
265
$51K 0.04%
+1,510
266
$50K 0.04%
24,864
-39,836
267
$50K 0.04%
+10,100
268
$48K 0.04%
+5,566
269
$46K 0.04%
3,239
-5,516
270
$46K 0.04%
+14,700
271
$45K 0.04%
3,778
-1,233
272
$41K 0.03%
+13,100
273
$41K 0.03%
1,297
-230
274
$41K 0.03%
27,300
-500
275
$40K 0.03%
216
-126
9 10
11
12 13