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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
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