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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
476
$296K 0.01%
+1,511
477
$294K 0.01%
410
+4
478
$290K 0.01%
6,769
479
$288K 0.01%
+15,743
480
$288K 0.01%
3,407
-112
481
$285K 0.01%
+10,944
482
$285K 0.01%
+2,330
483
$284K 0.01%
+2,140
484
$284K 0.01%
+1,816
485
$283K 0.01%
+2,080
486
$283K 0.01%
+3,103
487
$280K 0.01%
+908
488
$280K 0.01%
2,922
-20
489
$279K 0.01%
+1,018
490
$278K 0.01%
1,747
+372
491
$277K 0.01%
1,627
+57
492
$277K 0.01%
5,715
+1,366
493
$276K 0.01%
+3,374
494
$275K 0.01%
+3,863
495
$272K 0.01%
5,550
-423
496
$272K 0.01%
5,392
-75
497
$271K 0.01%
643
+146
498
$271K 0.01%
+4,020
499
$268K 0.01%
+2,775
500
$267K 0.01%
+2,666
18 19
20
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