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BAM
Bellevue Asset Management Portfolio holdings
AUM
$200M
1-Year Est. Return
16.19%
This Fund
S&P 500
This Quarter
Est. Return
-6.71%
1 Year Est. Return
+16.19%
3 Year Est. Return
+50.99%
5 Year Est. Return
+63.81%
10 Year Est. Return
–
AUM
$200M
AUM Growth
-$109M
(-35%)
Cap. Flow
+$796K
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
59.9%
Holding
503
New
14
Increased
122
Reduced
37
Closed
134
Top Buys
| 1 |
First Trust Dow Jones Global Select Dividend Index Fund
FGD
|
+$2.74M |
| 2 |
NVIDIA
NVDA
|
+$1.12M |
| 3 |
Amazon
AMZN
|
+$1.03M |
| 4 |
Capital Group Growth ETF
CGGR
|
+$883K |
| 5 |
BPRE
Bluerock Private Real Estate Fund
BPRE
|
+$772K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.07M |
| 2 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
+$2M |
| 3 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$613K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$577K |
| 5 |
Southwest Airlines
LUV
|
+$542K |
Sector Composition
| 1 | Technology | 34.91% |
| 2 | Consumer Discretionary | 5.8% |
| 3 | Consumer Staples | 4.15% |
| 4 | Financials | 3.01% |
| 5 | Communication Services | 2.8% |
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