BSAM

Blue Sky Asset Management Portfolio holdings

AUM $25.7M
1-Year Est. Return 20.46%
This Quarter Est. Return
1 Year Est. Return
+20.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$16.9M
2 +$16.3M
3 +$15.6M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$15.5M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M

Sector Composition

1 Financials 1.71%
2 Technology 0.62%
3 Healthcare 0.23%
4 Consumer Discretionary 0.17%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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