BAM

Baldrige Asset Management Portfolio holdings

AUM $244M
1-Year Est. Return 5.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$839K
2 +$819K
3 +$558K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$313K
5
IAU icon
iShares Gold Trust
IAU
+$289K

Top Sells

1 +$593K
2 +$511K
3 +$499K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$401K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K

Sector Composition

1 Financials 7.95%
2 Technology 5.85%
3 Materials 1.24%
4 Healthcare 0.92%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.15%
+4,010