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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
376
$445K 0.01%
4,791
+293
377
$444K 0.01%
5,544
-1,300
378
$442K 0.01%
+13,009
379
$437K 0.01%
13,744
+5,372
380
$435K 0.01%
10,253
+2,709
381
$435K 0.01%
6,558
+749
382
$431K 0.01%
2,203
-3
383
$429K 0.01%
3,694
+1,284
384
$428K 0.01%
2,660
+845
385
$428K 0.01%
14,175
+2,711
386
$428K 0.01%
12,418
+79
387
$428K 0.01%
+2,235
388
$427K 0.01%
12,881
+5,369
389
$426K 0.01%
8,365
+3,355
390
$425K 0.01%
14,983
+7,070
391
$425K 0.01%
1,803
+542
392
$423K 0.01%
+2,781
393
$423K 0.01%
+2,987
394
$418K 0.01%
14,817
-903
395
$412K 0.01%
+1,881
396
$410K 0.01%
5,505
+1,143
397
$409K 0.01%
3,752
+1,172
398
$407K 0.01%
+9,000
399
$406K 0.01%
+3,357
400
$406K 0.01%
2,070
+122
14 15
16
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