WFI

West Family Investments Portfolio holdings

AUM $445M
1-Year Est. Return 29.33%
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$15M
3
+$4.21M
4
CIM
Chimera Investment
CIM
+$2.79M
5
HRZN icon
Horizon Technology Finance
HRZN
+$1.56M

Top Sells

1
+$804K
2
+$568K
3
+$382K
4
CQP icon
Cheniere Energy
CQP
+$272K
5
ARO
Aeropostale Inc
ARO
+$81K

Sector Composition

1 Real Estate 32.09%
2 Industrials 24.22%
3 Financials 11.08%
4 Energy 7.82%
5 Technology 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
103
– –
0
104
– –
0
105
– –
0
106
– –
0
107
– –
-8,816
108
– –
0
109
– –
0
110
– –
-50,000
111
– –
-6,666
1 2 3 4
5