AAM

Alken Asset Management Portfolio holdings

AUM $55.5M
1-Year Est. Return 2.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.1M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.88M

Sector Composition

1 Consumer Staples 1.2%
2 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.86M 3.05%
26,600
2
$1.49M 2.43%
30,000
3
$733K 1.2%
11,100
4
$626K 1.03%
1,100
5
– –
0
6
– –
-40,000