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WIM

Wilen Investment Management Portfolio holdings

AUM $98.1M
1-Year Est. Return 2.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.8M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$478K
3
+$326K
4
IEC
IEC Electronics Corp.
IEC
+$237K
5
TNK icon
Teekay Tankers
TNK
+$192K

Top Sells

1
+$952K
2
+$595K
3
+$496K
4
TRS icon
TriMas Corp
TRS
+$380K
5
LHX icon
L3Harris
LHX
+$379K

Sector Composition

1 Industrials 47.88%
2 Consumer Discretionary 17.91%
3 Materials 14.21%
4 Energy 11.9%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-20,100
52
– –
-17,866
53
– –
-3,215
54
– –
-14,613
55
– –
-12,249
56
– –
-5,710
57
– –
-6,858
58
– –
-10,600
59
– –
-4,200
60
– –
-18,368
61
– –
-63,594
62
– –
-12,443
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3