BAMG

Brand Asset Management Group Portfolio holdings

AUM $268M
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$938K
3 +$622K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$590K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$442K

Sector Composition

1 Technology 1.87%
2 Healthcare 1.26%
3 Financials 0.7%
4 Consumer Staples 0.45%
5 Utilities 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,860
77
-2