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
$108M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$682K
2 +$645K
3 +$323K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$269K
5
UFPI icon
UFP Industries
UFPI
+$267K

Top Sells

1 +$223K
2 +$151K
3 +$149K
4
IVZ icon
Invesco
IVZ
+$101K
5
CPB icon
Campbell Soup
CPB
+$88.2K

Sector Composition

1 Technology 4.35%
2 Financials 3.33%
3 Healthcare 1.45%
4 Materials 1.22%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$10K 0.01%
177
77
$4K ﹤0.01%
+880
78
-4,463
79
$0 ﹤0.01%
4