WIM
Wilen Investment Management Portfolio holdings
AUM
$98.1M
1-Year Return
2.08%
This Quarter Return
+8.68%
1 Year Return
+2.08%
3 Year Return
+80.15%
5 Year Return
+85.17%
10 Year Return
–
AUM
$162M
AUM Growth
+$10.9M
(+7.3%)
Cap. Flow
-$304K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
63.22%
Holding
67
New
2
Increased
5
Reduced
42
Closed
3
Top Buys
| 1 |
SVU
SUPERVALU Inc.
SVU
|
$2.53M |
| 2 |
Huntsman Corp
HUN
|
$993K |
| 3 |
Goodyear
GT
|
$778K |
| 4 |
Johnson Outdoors
JOUT
|
$206K |
| 5 |
CTB
Cooper Tire & Rubber Co.
CTB
|
$189K |
Top Sells
| 1 |
CCF
Chase Corporation
CCF
|
$1.55M |
| 2 |
Standex International
SXI
|
$455K |
| 3 |
Vaalco Energy
EGY
|
$299K |
| 4 |
Invesco CurrencyShares Canadian Dollar Trust
FXC
|
$232K |
| 5 |
PHIIK
PHI, Inc. Non-Voting Common Stock
PHIIK
|
$199K |
Sector Composition
| 1 | Industrials | 34.75% |
| 2 | Consumer Discretionary | 30.09% |
| 3 | Energy | 9.44% |
| 4 | Materials | 9.06% |
| 5 | Technology | 4.9% |
