ACMM
Arbor Capital Management (Minnesota) Portfolio holdings
AUM
$190M
1-Year Return
10.8%
This Quarter Return
+0.72%
1 Year Return
+10.8%
3 Year Return
+97.73%
5 Year Return
–
10 Year Return
–
AUM
$318M
AUM Growth
-$123M
(-28%)
Cap. Flow
-$124M
Cap. Flow
% of AUM
-38.86%
Top 10 Holdings %
Top 10 Hldgs %
17.89%
Holding
182
New
7
Increased
76
Reduced
65
Closed
33
Top Buys
| 1 |
RUTH
Ruth's Hospitality Group, Inc.
RUTH
|
$3.99M |
| 2 |
Cavco Industries
CVCO
|
$3.71M |
| 3 |
Central Garden & Pet
CENT
|
$3.48M |
| 4 |
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
|
$3.33M |
| 5 |
Dorman Products
DORM
|
$2.7M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$7.35M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$5.83M |
| 3 |
Rollins
ROL
|
$5.48M |
| 4 |
ULTI
Ultimate Software Group Inc
ULTI
|
$5.31M |
| 5 |
Booking.com
BKNG
|
$4.84M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.58% |
| 3 | Consumer Discretionary | 16.77% |
| 4 | Industrials | 9.1% |
| 5 | Financials | 8.25% |