BAM
Bellevue Asset Management Portfolio holdings
AUM
$217M
1-Year Est. Return
18.84%
1 Year Est. Return
+18.84%
AUM
$205M
AUM Growth
+$22.2M
(+12%)
Holding
493
Top Buys
| 1 | +$4.05M | |
| 2 | +$4.03M | |
| 3 | +$395K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$158K |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$155K |
Top Sells
| 1 | +$9.44M | |
| 2 | +$713K | |
| 3 | +$559K | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$211K |
| 5 |
JWN
Nordstrom
JWN
|
+$92.9K |
Sector Composition
| 1 | Technology | 41.81% |
| 2 | Consumer Discretionary | 4.94% |
| 3 | Consumer Staples | 4.29% |
| 4 | Healthcare | 2.33% |
| 5 | Financials | 2.3% |
