AAM

Alken Asset Management Portfolio holdings

AUM $57M
1-Year Est. Return 1.78%
This Quarter Est. Return
1 Year Est. Return
+1.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.8M
AUM Growth
-$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$459K

Top Sells

1
+$4.15M
2
+$1.16M
3
+$672K
4
BSX.PRA
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
+$436K
5
AMZN icon
Amazon
AMZN
+$326K

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.86%
3 Financials 4.31%
4 Energy 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.72M 8.29%
7,750
2
$1.14M 5.48%
7,000
-2,000
3
$1.03M 4.96%
17,400
4
$897K 4.31%
4,100
-1,400
5
$521K 2.5%
+25,000
6
$495K 2.38%
3,500
7
$459K 2.21%
+4,100
8
– –
-2,780
9
– –
-2,400
10
– –
-500
11
– –
-3,900