BAM

Baldrige Asset Management Portfolio holdings

AUM $244M
1-Year Est. Return 5.82%
This Quarter Est. Return
1 Year Est. Return
-5.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.7%
2 Technology 4.93%
3 Materials 2.28%
4 Healthcare 0.71%
5 Utilities 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K ﹤0.01%
588
252
$8K ﹤0.01%
36
253
$8K ﹤0.01%
232
254
$8K ﹤0.01%
320
255
$7K ﹤0.01%
156
256
$6K ﹤0.01%
150
257
$6K ﹤0.01%
84
258
$6K ﹤0.01%
217
259
$6K ﹤0.01%
160
260
$6K ﹤0.01%
46
261
$6K ﹤0.01%
75
262
$5K ﹤0.01%
44
263
$5K ﹤0.01%
135
264
$5K ﹤0.01%
284
265
$5K ﹤0.01%
242
+78
266
$5K ﹤0.01%
400
267
$5K ﹤0.01%
31
268
$4K ﹤0.01%
138
-45
269
$4K ﹤0.01%
204
270
$4K ﹤0.01%
30
271
$4K ﹤0.01%
114
272
$3K ﹤0.01%
92
273
$3K ﹤0.01%
553
274
$3K ﹤0.01%
24
275
$3K ﹤0.01%
70