BAM
Baldrige Asset Management Portfolio holdings
AUM
$244M
This Quarter Return
+9.49%
1 Year Return
-5.82%
3 Year Return
+43.48%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.76%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.05M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$4.99M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.81M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$4.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Financials | 3.15% |
| 3 | Healthcare | 1.46% |
| 4 | Materials | 0.9% |
| 5 | Consumer Staples | 0.56% |
