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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
551
$224K 0.01%
+1,598
552
$222K 0.01%
3,904
-152
553
$222K 0.01%
+9,682
554
$222K 0.01%
+6,244
555
$221K 0.01%
+829
556
$221K 0.01%
+1,602
557
$221K 0.01%
+891
558
$219K 0.01%
1,349
-601
559
$218K 0.01%
+14,488
560
$218K 0.01%
+646
561
$217K 0.01%
+1,061
562
$217K 0.01%
+901
563
$216K 0.01%
+1,581
564
$216K 0.01%
+1,462
565
$213K 0.01%
+647
566
$212K 0.01%
+4,713
567
$211K 0.01%
+1,629
568
$210K 0.01%
+5,000
569
$209K 0.01%
+686
570
$208K 0.01%
11,015
-162,493
571
$208K 0.01%
1,583
-52
572
$208K 0.01%
+8,251
573
$207K 0.01%
+1,681
574
$207K ﹤0.01%
+697
575
$206K ﹤0.01%
+665
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