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
$231M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$968K
3 +$797K
4
UFPI icon
UFP Industries
UFPI
+$717K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$709K

Sector Composition

1 Financials 9.7%
2 Technology 4.96%
3 Materials 2.66%
4 Healthcare 1.04%
5 Utilities 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
+100
302
$8K ﹤0.01%
+40
303
$8K ﹤0.01%
+122
304
$8K ﹤0.01%
+40
305
$8K ﹤0.01%
+149
306
$8K ﹤0.01%
+174
307
$8K ﹤0.01%
+150
308
$8K ﹤0.01%
+62
309
$7K ﹤0.01%
+166
310
$7K ﹤0.01%
+110
311
$7K ﹤0.01%
+149
312
$7K ﹤0.01%
+133
313
$7K ﹤0.01%
+186
314
$6K ﹤0.01%
+240
315
$6K ﹤0.01%
+553
316
$6K ﹤0.01%
+36
317
$6K ﹤0.01%
+314
318
$6K ﹤0.01%
+106
319
$6K ﹤0.01%
+31
320
$5K ﹤0.01%
+494
321
$4K ﹤0.01%
+92
322
$4K ﹤0.01%
+15
323
$4K ﹤0.01%
+134
324
$4K ﹤0.01%
+1,000
325
$3K ﹤0.01%
+30