BAM
Bayshore Asset Management Portfolio holdings
AUM
$219M
This Quarter Return
+6.66%
1 Year Return
+11.45%
3 Year Return
+45.97%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+7.5%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
80.63%
Holding
42
New
9
Increased
13
Reduced
10
Closed
–
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$1.03M |
| 2 |
Avantis US Equity ETF
AVUS
|
$993K |
| 3 |
Avantis International Large Cap Value ETF
AVIV
|
$398K |
| 4 |
Avantis Real Estate ETF
AVRE
|
$364K |
| 5 |
SPDR Gold Trust
GLD
|
$315K |
Top Sells
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Consumer Discretionary | 0.73% |
| 3 | Communication Services | 0.61% |
| 4 | Healthcare | 0.35% |
| 5 | Consumer Staples | 0.19% |
