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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
426
$366K 0.01%
945
+215
427
$364K 0.01%
+7,068
428
$364K 0.01%
+3,829
429
$362K 0.01%
3,069
+1,232
430
$360K 0.01%
+3,487
431
$359K 0.01%
5,049
+1,295
432
$358K 0.01%
14,437
+4,890
433
$358K 0.01%
6,218
434
$357K 0.01%
+1,746
435
$355K 0.01%
12,750
436
$353K 0.01%
2,276
-89
437
$350K 0.01%
6,560
-1,170
438
$347K 0.01%
10,000
439
$344K 0.01%
3,100
+245
440
$343K 0.01%
147
+38
441
$342K 0.01%
4,992
442
$341K 0.01%
1,149
+157
443
$341K 0.01%
7,400
444
$340K 0.01%
9,262
445
$339K 0.01%
+6,101
446
$337K 0.01%
11,657
+234
447
$337K 0.01%
1,751
-32
448
$337K 0.01%
+1,032
449
$336K 0.01%
3,673
-790
450
$335K 0.01%
1,524
+277
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