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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
$113M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$846K
3
+$364K
4
KOP icon
Koppers
KOP
+$35K
5
QEPC
Q.E.P. CO INC
QEPC
+$5.6K

Top Sells

1
+$2.15M
2
+$841K
3
+$657K
4
DLA
Delta Apparel Inc.
DLA
+$530K
5
LCII icon
LCI Industries
LCII
+$280K

Sector Composition

1 Industrials 36.53%
2 Materials 17.61%
3 Consumer Discretionary 16.62%
4 Energy 10.82%
5 Consumer Staples 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.19%
6,300
-450
52
$213K 0.19%
4,626
-533
53
$208K 0.18%
4,000
54
$162K 0.14%
25,977
-2,500
55
$156K 0.14%
27,102
-1,000
56
$136K 0.12%
25,257
-600
57
$101K 0.09%
17,500
58
– –
-2,500
59
– –
-1,238
60
– –
-5,700
61
– –
-2,200
62
– –
-350
63
– –
-1,000
64
– –
-525
65
– –
-1,454
66
– –
-904
67
– –
-6,434
68
– –
-800
69
– –
-1,049
70
– –
-4,500
71
– –
-400
72
– –
-2,400
73
– –
-189
74
– –
-1,244
75
– –
-8,341
1 2
3
4