MRCM

Mill Road Capital Management Portfolio holdings

AUM $168M
1-Year Est. Return 31.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$9.76M
2 +$9.52M
3 +$6.78M
4
FWRD icon
Forward Air
FWRD
+$4.46M
5
ATRO icon
Astronics
ATRO
+$1.67M

Top Sells

1 +$5.36M
2 +$3.02M
3 +$2.86M
4
BXC icon
BlueLinx
BXC
+$2.8M
5
ASTE icon
Astec Industries
ASTE
+$2.47M

Sector Composition

1 Industrials 39.46%
2 Consumer Discretionary 22.34%
3 Energy 17.52%
4 Real Estate 7.41%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-93,019
27
-57,250