BSAM
Blue Sky Asset Management Portfolio holdings
AUM
$25.7M
This Quarter Return
-1.71%
1 Year Return
+20.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-28%)
Cap. Flow
-$53.4M
Cap. Flow
% of AUM
-38.82%
Top 10 Holdings %
Top 10 Hldgs %
63.02%
Holding
126
New
46
Increased
9
Reduced
21
Closed
46
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.34M |
| 2 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$2.15M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.72M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.66M |
| 5 |
Alliant Energy
LNT
|
$1.33M |
Top Sells
Sector Composition
| 1 | Utilities | 6.55% |
| 2 | Consumer Staples | 6.22% |
| 3 | Real Estate | 2.6% |
| 4 | Technology | 2.3% |
| 5 | Financials | 1.82% |