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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
451
$334K 0.01%
+2,953
452
$334K 0.01%
7,888
+800
453
$333K 0.01%
+2,770
454
$330K 0.01%
+669
455
$329K 0.01%
33,592
456
$327K 0.01%
+1,169
457
$326K 0.01%
1,019
458
$325K 0.01%
+11,450
459
$324K 0.01%
27,702
+8,044
460
$324K 0.01%
+2,272
461
$321K 0.01%
+4,378
462
$321K 0.01%
+1,171
463
$320K 0.01%
+6,013
464
$319K 0.01%
2,865
+367
465
$318K 0.01%
+2,978
466
$312K 0.01%
2,257
467
$311K 0.01%
7,932
+1,488
468
$306K 0.01%
24,191
+4,191
469
$305K 0.01%
+1,613
470
$305K 0.01%
500
+61
471
$302K 0.01%
3,972
+371
472
$301K 0.01%
1,503
+270
473
$300K 0.01%
1,151
+201
474
$300K 0.01%
+10,589
475
$298K 0.01%
+2,165
17 18
19
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