AIC

AWM Investment Company Portfolio holdings

AUM $892M
1-Year Est. Return 101.86%
This Quarter Est. Return
1 Year Est. Return
+101.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$8.84M
2 +$7.72M
3 +$7.4M
4
CTRN icon
Citi Trends
CTRN
+$3.67M
5
POLA icon
Polar Power
POLA
+$3.52M

Top Sells

1 +$22.2M
2 +$15.9M
3 +$5.52M
4
PRSO icon
Peraso
PRSO
+$4.37M
5
ASC icon
Ardmore Shipping
ASC
+$4.25M

Sector Composition

1 Technology 47.78%
2 Healthcare 21.03%
3 Industrials 16.98%
4 Consumer Discretionary 3.63%
5 Energy 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-739,917
102
-3
103
-120,000
104
-1,140,507
105
-1,062,498