MBAM

Mink Brook Asset Management Portfolio holdings

AUM $148M
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.1M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$977K
3 +$940K
4
IRD
Opus Genetics
IRD
+$795K
5
KVHI icon
KVH Industries
KVHI
+$441K

Top Sells

1 +$4.08M
2 +$238K
3 +$223K
4
NAII icon
Natural Alternatives International
NAII
+$17.5K

Sector Composition

1 Financials 25.91%
2 Industrials 23.35%
3 Materials 16.28%
4 Consumer Discretionary 10.52%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$22.8K 0.02%
48,469
27
$15.3K 0.02%
15,382
28
$12.6K 0.01%
10,000
29
-53,822