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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
$2B
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,738
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.71M
3
+$7.44M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.25M
5
AFL icon
Aflac
AFL
+$5.75M

Top Sells

1
+$11.1M
2
+$10.8M
3
+$5.29M
4
PYPL icon
PayPal
PYPL
+$5.25M
5
GLW icon
Corning
GLW
+$5.16M

Sector Composition

1 Technology 16.09%
2 Industrials 6.05%
3 Consumer Discretionary 5.75%
4 Financials 5.17%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-29
1702
– –
-7
1703
– –
-1,136
1704
– –
-4
1705
– –
-55
1706
– –
-2
1707
– –
-604
1708
– –
-17
1709
– –
-39
1710
– –
-10
1711
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-20
1712
– –
-4
1713
– –
-14
1714
– –
-17
1715
– –
-52
1716
– –
-30
1717
– –
-77
1718
– –
-653
1719
– –
-120
1720
– –
-532
1721
– –
-5,810
1722
– –
-806
1723
– –
-2,994
1724
– –
-7
1725
– –
-475
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