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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
526
$241K 0.01%
+1,265
527
$240K 0.01%
+6,410
528
$240K 0.01%
+1,963
529
$238K 0.01%
10,114
+531
530
$238K 0.01%
+1,059
531
$237K 0.01%
+5,386
532
$237K 0.01%
11,061
+1,836
533
$236K 0.01%
2,537
-37
534
$236K 0.01%
+935
535
$236K 0.01%
4,974
+115
536
$236K 0.01%
+19,734
537
$236K 0.01%
3,951
-157
538
$235K 0.01%
+1,259
539
$234K 0.01%
+3,214
540
$234K 0.01%
+3,500
541
$233K 0.01%
1,206
-19
542
$233K 0.01%
+677
543
$232K 0.01%
+1,878
544
$230K 0.01%
+1,166
545
$230K 0.01%
+2,416
546
$229K 0.01%
+5,155
547
$228K 0.01%
2,364
+246
548
$228K 0.01%
2,166
+212
549
$226K 0.01%
4,049
+11
550
$225K 0.01%
+10,645
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