BIA
Baer Investment Advisory Portfolio holdings
AUM
$79.9M
1-Year Est. Return
14.94%
1 Year Est. Return
+14.94%
AUM
$79.9M
AUM Growth
+$18.7M
(+31%)
Holding
29
Top Buys
| 1 | +$4.15M | |
| 2 | +$2.53M | |
| 3 | +$1.87M | |
| 4 |
Shopify
SHOP
|
+$1.62M |
| 5 |
Costco
COST
|
+$1.16M |
Top Sells
| 1 | +$3.11M | |
| 2 | +$2.07M | |
| 3 | +$577K | |
| 4 |
Air Products & Chemicals
APD
|
+$555K |
| 5 |
Home Depot
HD
|
+$259K |
Sector Composition
| 1 | Technology | 37.57% |
| 2 | Industrials | 20.19% |
| 3 | Healthcare | 11.37% |
| 4 | Consumer Discretionary | 9.67% |
| 5 | Real Estate | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Trade Desk
TTD
$24.6B
| – | – |
-27,730
|
|
||
27
TSMC
TSM
$1.56T
| – | – |
0
|
|
||
28
Cadence Design Systems
CDNS
$92.2B
| – | – |
-10,627
|
|