AAM

Alken Asset Management Portfolio holdings

AUM $61.3M
1-Year Est. Return 0.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.7M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$1.4M
3
+$316K
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$253K

Top Sells

1
+$45M

Sector Composition

1 Energy 81.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 81.95%
+480,403
2
$1.38M 2.83%
+1,100
3
$315K 0.65%
+300
4
$251K 0.52%
+200
5
– –
-503,518