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
501
$266K 0.01%
1,519
-36
502
$265K 0.01%
+1,020
503
$264K 0.01%
+7,477
504
$264K 0.01%
+5,464
505
$263K 0.01%
3,106
506
$261K 0.01%
17,486
-1,600
507
$259K 0.01%
+3,113
508
$259K 0.01%
+1,538
509
$258K 0.01%
3,316
+600
510
$257K 0.01%
+1,217
511
$255K 0.01%
4,253
512
$255K 0.01%
+4,507
513
$255K 0.01%
+816
514
$254K 0.01%
+1,078
515
$254K 0.01%
+2,292
516
$250K 0.01%
+2,109
517
$249K 0.01%
+3,680
518
$249K 0.01%
1,793
+40
519
$249K 0.01%
+2,306
520
$247K 0.01%
+2,742
521
$246K 0.01%
+3,205
522
$245K 0.01%
+1,205
523
$245K 0.01%
+706
524
$244K 0.01%
+813
525
$243K 0.01%
+5,395
19 20
21
22 23