AIM

Atlantic Investment Management Portfolio holdings

AUM $196M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
-12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$953K

Top Sells

1 +$21M
2 +$17.7M
3 +$12.5M
4
AVT icon
Avnet
AVT
+$11.9M
5
WRK
WestRock Company
WRK
+$9.86M

Sector Composition

1 Consumer Discretionary 32.89%
2 Materials 29.9%
3 Industrials 26.05%
4 Technology 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.6M 14.37%
865,619
+58,258
2
$26.3M 14.24%
248,982
-70,266
3
$26M 14.05%
318,657
+11,697
4
$23.6M 12.78%
671,433
-280,334
5
$21.6M 11.68%
305,342
-177,474
6
$21.1M 11.39%
661,988
-661,609
7
$20.6M 11.16%
495,707
-286,170
8
$10.9M 5.87%
655,000
9
$8.24M 4.46%
300,000
-121,969
10
-148,215