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BAAM

Baker Avenue Asset Management Portfolio holdings

AUM $4.39B
1-Year Est. Return 26.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.18B
AUM Growth
+$662M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$30.7M
3
+$21M
4
MSFT icon
Microsoft
MSFT
+$16.4M
5
AAPL icon
Apple
AAPL
+$15.6M

Top Sells

1
+$7.61M
2
+$7.21M
3
+$6.15M
4
IOT icon
Samsara
IOT
+$4.34M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$3.48M

Sector Composition

1 Technology 24.06%
2 Financials 6.51%
3 Materials 5.8%
4 Communication Services 5.6%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$493K 0.01%
6,120
352
$492K 0.01%
5,976
-1,274
353
$490K 0.01%
3,735
+624
354
$488K 0.01%
2,225
+204
355
$487K 0.01%
8,484
+474
356
$483K 0.01%
14,820
+5,511
357
$479K 0.01%
29,000
-5,439
358
$477K 0.01%
+20,500
359
$477K 0.01%
2,941
+745
360
$477K 0.01%
848
+229
361
$473K 0.01%
13,143
362
$473K 0.01%
14,178
+6,289
363
$473K 0.01%
2,792
+1,066
364
$471K 0.01%
1,686
+316
365
$470K 0.01%
7,132
+1
366
$465K 0.01%
5,815
-251
367
$462K 0.01%
7,871
+1,505
368
$458K 0.01%
+3,550
369
$457K 0.01%
2,733
+869
370
$457K 0.01%
29,528
371
$454K 0.01%
5,437
+16
372
$452K 0.01%
+708
373
$450K 0.01%
1,528
+11
374
$449K 0.01%
5,324
+1,127
375
$447K 0.01%
5,924
+2,206
13 14
15
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