We are live on ! Find out more
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
401
$405K 0.01%
44,500
402
$405K 0.01%
6,479
-759
403
$400K 0.01%
4,456
+2,273
404
$398K 0.01%
4,121
+13
405
$397K 0.01%
810
+309
406
$396K 0.01%
29,476
+6,283
407
$394K 0.01%
8,736
+3,984
408
$393K 0.01%
+2,465
409
$393K 0.01%
1,443
+151
410
$392K 0.01%
12,478
+1,071
411
$388K 0.01%
2,506
+674
412
$384K 0.01%
15,728
413
$384K 0.01%
1,685
-240
414
$382K 0.01%
6,262
+1,129
415
$380K 0.01%
12,430
+3,867
416
$379K 0.01%
+1,313
417
$377K 0.01%
+4,112
418
$374K 0.01%
3,504
419
$374K 0.01%
1,396
+491
420
$373K 0.01%
+1,515
421
$371K 0.01%
8,610
422
$370K 0.01%
3,288
+579
423
$370K 0.01%
18,666
424
$369K 0.01%
48,574
425
$369K 0.01%
1,964
+318
15 16
17
18 19