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
$80.3M
AUM Growth
-$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Sells

1 +$1.44M
2 +$1.05M
3 +$833K
4
TSLA icon
Tesla
TSLA
+$204K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$84.3K

Sector Composition

1 Technology 17.71%
2 Consumer Discretionary 0%