AAM

Alken Asset Management Portfolio holdings

AUM $61.1M
1-Year Est. Return 0.33%
This Quarter Est. Return
1 Year Est. Return
+0.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.8M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.3M

Top Sells

1
+$733K
2
+$325K
3
+$191K

Sector Composition

1 Consumer Staples 1.29%
2 Financials 1.01%
3 Healthcare 0.8%
4 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.85M 4.62%
+60,000
2
$1.95M 3.16%
26,600
-10,000
3
$1.93M 3.12%
40,000
4
$1.3M 2.1%
+26,500
5
$795K 1.29%
11,100
6
$622K 1.01%
1,100
7
$492K 0.8%
7,200
-2,800
8
– –
0
9
$107K 0.17%
900
10
– –
0