T
Tinicum Portfolio holdings
AUM
$67.3M
This Quarter Return
-2.36%
1 Year Return
+7.19%
3 Year Return
-21.12%
5 Year Return
-22.32%
10 Year Return
-8.52%
AUM
$148M
AUM Growth
+$148M
(-13%)
Cap. Flow
-$17.7M
Cap. Flow
% of AUM
-11.94%
Top 10 Holdings %
Top 10 Hldgs %
99.16%
Holding
22
New
1
Increased
2
Reduced
3
Closed
6
Top Buys
| 1 |
USAP
Universal Stainless & Alloy
USAP
|
$716K |
| 2 |
IPG Photonics
IPGP
|
$564K |
| 3 |
Arts-Way Manufacturing Co
ARTW
|
$30.6K |
Top Sells
| 1 |
Simpson Manufacturing
SSD
|
$9.51M |
| 2 |
ACW
Accuride Corp
ACW
|
$7.66M |
| 3 |
HAYN
Haynes International, Inc.
HAYN
|
$957K |
| 4 |
MASC
MATERIAL SCIENCES CORP
MASC
|
$292K |
| 5 |
Twin Disc
TWIN
|
$237K |
Sector Composition
| 1 | Energy | 48.65% |
| 2 | Industrials | 22.9% |
| 3 | Technology | 20.21% |
| 4 | Consumer Discretionary | 3.89% |
| 5 | Materials | 2.27% |
