BAM

Banta Asset Management Portfolio holdings

AUM $83.9M
1-Year Est. Return 19.53%
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.9M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Sells

1 +$785K
2 +$537K
3 +$336K
4
AAPL icon
Apple
AAPL
+$214K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$152K

Sector Composition

1 Technology 15.43%
2 Consumer Discretionary 0.49%
3 Consumer Staples 0.26%