BAM

Bosun Asset Management Portfolio holdings

AUM $132M
1-Year Est. Return 55.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.6M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$787K
2 +$371K
3 +$276K
4
RTX icon
RTX Corp
RTX
+$257K
5
CSCO icon
Cisco
CSCO
+$241K

Top Sells

1 +$6.26M
2 +$2.37M
3 +$817K
4
DKNG icon
DraftKings
DKNG
+$344K
5
DXLG icon
Destination XL Group
DXLG
+$325K

Sector Composition

1 Financials 36.12%
2 Technology 18.49%
3 Industrials 8.43%
4 Healthcare 6.37%
5 Utilities 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,500
77
-1,000