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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
201
$2.14M 0.05%
6,185
-142
202
$2.12M 0.05%
6,369
-85
203
$2.08M 0.05%
3,041
+161
204
$2.08M 0.05%
35,338
+1,244
205
$2.05M 0.05%
58,524
+3,270
206
$2.02M 0.05%
9,104
-250
207
$1.93M 0.05%
+187,037
208
$1.92M 0.05%
3,052
+109
209
$1.9M 0.05%
43,198
+2,319
210
$1.88M 0.05%
11,243
+471
211
$1.83M 0.04%
19,624
-352
212
$1.83M 0.04%
18,189
+324
213
$1.81M 0.04%
27,217
-1,306
214
$1.79M 0.04%
14,228
+525
215
$1.78M 0.04%
11,577
+1,106
216
$1.76M 0.04%
59,500
+4,610
217
$1.74M 0.04%
24,071
-24,558
218
$1.72M 0.04%
12,380
+385
219
$1.71M 0.04%
35,680
+2,218
220
$1.7M 0.04%
75,750
+47,000
221
$1.66M 0.04%
5,008
+100
222
$1.63M 0.04%
4,123
-10
223
$1.62M 0.04%
11,943
+301
224
$1.58M 0.04%
2,566
+217
225
$1.57M 0.04%
5,819
+160
7 8
9
10 11