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
$201M
AUM Growth
-$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$15.7M
3
+$7.03M
4
GT icon
Goodyear
GT
+$4.47M
5
TEX icon
Terex
TEX
+$3.33M

Top Sells

1
+$24.2M
2
+$9.76M
3
+$5.61M
4
WFRD icon
Weatherford International
WFRD
+$5.58M
5
CNH
CNH Industrial
CNH
+$3.17M

Sector Composition

1 Industrials 56.15%
2 Materials 26.42%
3 Energy 15.2%
4 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 19.04%
520,093
+213,000
2
$30.5M 15.2%
337,701
-61,800
3
$28.2M 14.04%
195,900
+48,900
4
$25.3M 12.59%
329,257
-73,100
5
$24.4M 12.16%
613,882
-75,000
6
$22.9M 11.4%
+280,112
7
$21.9M 10.91%
379,838
+57,838
8
$4.88M 2.43%
200,000
-400,000
9
$4.47M 2.23%
+360,000
10
– –
-196,382
11
– –
-220,000